AVP/VP - Wealth Management - Corporate/Institutional Sales

The wealth Management professional is responsible for identifying new business opportunities in the wealth management space, fostering relationships with high-value clients, and delivering customized financial solutions. This role requires a strong understanding of financial products likeAIF, Bonds, MF, PMS, SIP & insurance. Excellent sales acumen, and the ability to drive revenue growth.

- Identify and target prospective business clients in the wealth management sector.

- Build and maintain strong relationships with clients to understand their financial needs.

- Develop and present tailored wealth management solutions to clients.

- Negotiate terms and close sales to achieve revenue targets.

- Collaborate with internal teams to ensure successful client on boarding and satisfaction.

- Stay updated on industry trends, market activities, and competitors.

- Prepare and deliver sales presentations and proposals.