1. Client Acquisition: - Deliver compelling sales presentations to potential clients, showcasing the value proposition of our investment advisory services. - Prepare and present proposals tailored to the unique needs of clients. - Attract High Net Worth Individuals (HNIs) to Guardian by leveraging the candidate's existing HNI client base 2. Business Growth Targets: - Take charge of achieving business development targets set by the company. - Implement and execute strategies to surpass sales goals, making a significant contribution to the firm's overall growth 3. Client Relationship Management: - Cultivate and maintain strong relationships with HNI clients - Conduct regular meetings with closed clients to understand their financial needs, goals, and preferences. - Address client inquiries and concerns promptly and professionally. 4. Strategic Partnerships: - Forge and strengthen B2B relationships to expand the wealth manager's client base, leveraging collaborations with businesses, financial institutions, and other industry partners.

Hyderabad

GCIA - Wealth Manager 

GCIA - Wealth Manager  ,Job Description for GCIA - Wealth Manager  in Guardian Capital Investment Advisors Private Limited in  Hyderabad for (2-4) years of experience. Apply Now!

Job Description for GCIA - Wealth Manager  in Guardian Capital Investment Advisors Private Limited in  Hyderabad for (2-4) years of experience. Apply Now!