Sales & Marketing Executive

• Build and maintain strong, long-term relationships with HNW and UHNW clients.

• Conduct comprehensive financial assessments and develop customized wealth management strategies.

• Advise clients on investment opportunities, asset allocation, and risk management.

• Coordinate with internal teams (investment research, tax, legal, and estate planning) to deliver holistic financial solutions.

• Monitor market trends and portfolio performance to ensure alignment with clients’ objectives.

• Acquire new clients through referrals, networking, and targeted business development initiatives.

• Maintain compliance with all regulatory requirements and internal policies.

• Prepare periodic reports and presentations on portfolio performance and strategy updates.

• Support succession and legacy planning, trust formation, and philanthropic activities.

• It is a Full Time Field Sales job for candidates with 0 - 2 years of experience.

More about this Sales & Marketing Executive job

1. What is the eligibility criteria to apply for this Sales & Marketing Executive job?
   Ans: The candidate should be Graduate and above and above with 0 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹18000 per month that depends on your interview. It's a Full Time job in Patna.
3. How many working days are there for this Sales & Marketing Executive job?
   Ans: This Sales & Marketing Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Sales & Marketing Executive job?
   Ans: No, there is no fee applicable for applying this Sales & Marketing Executive job and during the employment with the company, i.e., R Patel Wealth.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Sales & Marketing Executive role?
   Ans: There is an immediate opening of 10 Sales & Marketing Executive at R Patel Wealth
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Field Sales job.
8. What are the timings of this Sales & Marketing Executive job?
   Ans: This Sales & Marketing Executive job has 09:00 AM - 06:00 PM timing.