Wealth manager

We are looking for a Wealth manager to join our team at at SJS Finserve Private Limited. As we expand our wealth & Distribution Manager who can build strong client relationships and drive business growth.

What We're Looking For:

• Experience in Banking, Wealth Management, Mutual Fund, Broking or Financial Services

• Strong Client acquisition and relationship management skills

• Understanding of investment product and wealth solutions

• Self-driven professional with a growth mindset

Key Responsibilities:

• Acquire and manage HNI/affluent clients.

• Promote Wealth Management , Mutual Funds, AIF & IPO opportunities.

• Generate business through networking and relationship building.

• Deliver an excellent client experiance.

• Identify and approach potential clients to generate leads and drive sales growth.

• Present and promote products or services to prospective customers.

• Maintain strong relationships with existing clients and motivate them to repeat business.

• Prepare and deliver sales pitches tailored to client needs.

• Achieve monthly and quarterly sales targets.

• Stay informed on market trends and competitor activities.

• Prepare reports on sales performance and client feedback.

Job Requirements:

The minimum qualification for this role is Graduate and 5 - 6+ years of experience. Applicants should have strong negotiation skills, a customer-first approach, and the ability to work in a fast-paced environment.

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 5 - 6+ years Experience.