Senior Manager - HNI/UHNI Sales - Wealth Management - BFSI

Responsibility

1 To work on the field and generate sales thru leads or referrals

2 To take complete ownership of the given revenue and sales target

3 Plan short and medium term strategy for lead generation

4 Should have good presentation and communication skills

5 Need to acquire customers thru need based selling, clear and ethical communication

6 Ensure concept is sold first that the whole process is a customer delight

7 Participate in overall marketing and launch strategy along with potential customer engagement

KEY REQUIREMENTS

Minimum Qualification

Post Graduate with finance degree (CA, MBA- Finance or any relevant)

Should have worked as wealth manager with a leading bank or with any financial institute of repute

Has been dealing with HNI doing portfolio management and having interest in real estate and hospitality

Years of Experience:

Person with minimum 5 years- experience directly dealing with customers building relationship, patient, good mannerism, empathetic with good family background

Functional Skills:

Ability to sell a concept and be sensitive to customers- needs and expectations. Person who has been selling long gestation products and concept

Must be able demonstrate clear communication and presentation skills in order to actively participate in discussions

Knowledge of financial products and Indian tax laws would be vital

Strong interpersonal skills and be a team player at all levels. Should have been ethical in his dealings with a proven track record of building relationships. Must have been working in the same city for the last 5 years so as to have his/her own initial market

Strong result orientation, process alignment/adherence with customer centricity is a must

KEY INTERACTIONS

Internal Interactions

Team Members

External Interactions

Clients, Partners