Sales Role - Wealth Services

Key Skills Required:

- Advising clients about products.

- New client acquisition through use of market intelligence and industry networking

- Meeting sales targets of Inflows.

- Establish and maintain strong relationship with existing HNI/UHNI investors and thus generating business and references to meet the sales targets assigned.

- Efficient in making calls and meetings with high-net-worth investors.

- Achieve targets of AUM, Gross Sales, Market share and SIP count.

- Providing excellent customer service.

- To manage relationships with decision makers of family offices & RM's of wealth firms.

- Acquire new customers through referrals from existing customers who meet product criteria.

- Enhance the Overall value/book size of the portfolio.

- Attrition control of investors.

- Ensure to build and maintain a strong sales pipeline through effective prospecting and lead generation.

- Drive direct sales efforts, actively engaging with potential customers and building strong relationships to convert leads into sales.

- Conduct sales presentations & one to one meeting to influence decision-making and close the deals.

- Ensure timely and accurate reporting of sales activities and investor feedback to senior management.

- Strong understanding of equity and debt products and markets.

- Excellent Sales, communication, and interpersonal skills with an ability to build and nurture relationships with Family Offices and Wealth Counters.