RESPONSIBILITIES:
- Identifying and developing new opportunities to deliver advice and solutions to existing clients and through referrals, introductions from existing clients and other sales channels
- Daily role will include interaction with 3-4 self generated contacts to explore client acquisition opportunities
- Using background of finance and knowledge of wealth management, working with the Wealth Management team members to expand existing client relationships
- Reporting to the team leader on a daily basis for active co ordination of strategies
- Understanding changing market scenario and recommended products from the research team and using this knowledge for client conversion
- Building referral relationships with other businesses, professional and community contacts and existing clients to provide introductions of high net worth prospects to the wealth management team
SKILLS REQUIRED:
- Experience generally acquired through client service experience, preferably in wealth management
- Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities
- Possess proficient interpersonal communication, writing and group presentation skills
- Possess good work ethics
- Organized meticulous attention to detail and disciplined with priorities
- Sustained positive attitude, personable and mature judgment
EDUCATION:
- Master's degree with emphasis in Business Administration, Economics and Finance, with one major subject as Marketing / Sales
Salary Range: 5-8 LPA
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