Wealth Manager

Epsilon Money Mart; Dehradun; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A financial services company in Dehradun is looking for a candidate to manage leads and convert them into business. Responsibilities include acquiring affluent clients, maintaining product knowledge, managing client portfolios, and meeting sales targets. The role offers fixed compensation based on experience, performance-based incentives, and benefits like health insurance and travel reimbursements.

Benefits

Annual performance-based incentive

Group health insurance

Reimbursement of travelling expenses

Responsibilities

• Managing leads and converting them into business.
• Acquiring and managing HNI/SME and affluent clients.
• Maintaining in-depth knowledge of products and services.
• Building and maintaining strong client relationships.
• Meeting sales and revenue targets.
• Managing client portfolios and understanding financial goals.
• Generating new business through sales techniques.

Job description

Role & responsibilities

• Managing Leads and conversion of leads into business.
• Acquiring and managing HNI/SME, Affluent clients
• Maintaining in depth knowledge of company products and services, All types of Insurance and Mutual Funds.
• Building and maintaining strong relationships with potential and existing clients.
• Meeting sales/revenue targets.
• Managing Client portfolios & understanding clients financial goals, risk tolerance, investment and Insurance needs and provide solutions/advisory accordingly.
• Generating new business by utilizing various sales techniques to promote and sell companies products to potential customers

Compensation & Benefits:

• Fixed: Depends on experience, qualifications.
• Variable: Annual Performance Based Incentive, linked to a wealth book managed.
• Travelling expenses of client meets will be reimbursed.
• Group Health Insurance as per company policy.