Private Wealth Sales Specialist 98339

Recex.co; Ahmedabad; On-site; INR 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Wealth Sales Specialist to drive sales of wealth management products and build strong relationships with High Net Worth Individuals. This role requires a seasoned professional with at least 10 years of experience in sales and marketing within the financial sector. You will be responsible for understanding client financial goals and offering tailored solutions, while collaborating with internal teams to stay updated on market trends. Join a dynamic team where your expertise will make a significant impact on client satisfaction and portfolio growth.

Qualifications

• 10+ years of experience in sales and marketing of wealth management products.
• Master's degree or MBA in Finance or Marketing is essential.

Responsibilities

• Drive sales of wealth management products and build strong client relationships.
• Manage client portfolios and provide ongoing advisory services.

Skills

Sales and Marketing of Wealth Management Products

Client Relationship Management

Financial Market Knowledge

Communication Skills

Education

Master's Degree in Finance

MBA in Marketing

Job description

Join to apply for the Private Wealth Sales Specialist 98339 role at Recex.co

Get AI-powered advice on this job and more exclusive features.

Job Description

Position: Private Wealth Sales Specialist

Location: Ahmedabad, India

Experience Level: Senior Level (Minimum 10 years of relevant experience)

Education: Master's Degree or MBA, preferably in Finance or Marketing

Key Responsibilities

1. Drive sales of wealth management products such as portfolio management services (PMS), mutual funds, and other financial instruments.
2. Build and maintain strong client relationships with High Net Worth Individuals (HNIs) and affluent clients, understanding their financial goals and offering tailored solutions.
3. Actively seek new business opportunities, manage client portfolios, and provide ongoing advisory services to ensure customer satisfaction and portfolio growth.
4. Collaborate with internal teams, such as the research and product team, to stay updated on market trends and product offerings.
5. Achieve defined sales targets through effective networking, referrals, and client relationship management.

Qualifications and Skills

1. Educational Background: A minimum of a Master's degree or MBA in Finance, Marketing, or related fields.
2. Experience: Minimum 10 years of experience in sales and marketing of wealth management products from reputed firms.
3. Market Knowledge: Strong understanding of financial markets, investment products, and wealth management solutions.
4. Communication Skills: Excellent verbal and written communication in English; ability to communicate complex financial products clearly.
5. Location: Must be based out of or willing to relocate to Ahmedabad.
6. Client-Centric Approach: High attention to client needs with the ability to develop trust and long-term relationships.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Other, Information Technology, and Management
• Industries: Human Resources Services