Sales Role - Wealth Management Firm

Job Role : Wealth Management- Sales

Total Experience : 4 -10 years

Educational Qualification : Post Graduation

Salary : 30-50 LPA (Based on revenue generated and experience)

Variable : Incentives and Bonus as per market standards

Reporting to : Regional Sales Head/CEO

Work mode : From Office

Location : Multiple Locations (Mumbai, Hyderabad, Bangalore, Delhi, Ahmedabad, Chandigarh, Kanpur, Kolkata, Salem)

Key Responsibilities:

- Prospect and cultivate relationships with high-net-worth individuals and businesses to expand the client base.

- Provide personalized financial advisory and wealth management solutions tailored to clients' goals.

- Prior Relationship Manager (RM) experience with a book is not mandatory; individuals with Investment Consultant (IC) or smart service backgrounds are encouraged.

- Achieve sales targets and deliver exceptional customer service to ensure client satisfaction and loyalty.

Skills Required :

- Proficiency in financial planning and investment analysis tools.

- Knowledge of various financial products, including stocks, bonds, mutual funds, and alternative investments.

- Familiarity with relevant regulatory compliance and financial industry software.

Bonus Soft Skills :

- Excellent Communication: Effective verbal and written communication skills to convey complex financial information clearly to clients.

- Relationship Building: Strong interpersonal and relationship-building skills to establish trust and rapport with high-net-worth clients.

- Problem-Solving: Ability to analyse client needs and provide tailored solutions, demonstrating a proactive approach to addressing financial challenges.

- Sales Acumen: Sales and negotiation skills to drive revenue and meet targets while maintaining a client-centric approach.

- Time Management: Efficient time management and organization skills to handle multiple client portfolios and meet deadlines.

- Ethical Conduct: High ethical standards and integrity in financial dealings to maintain client confidence and regulatory compliance.

Company Profile: Negen Wealth is a Reputed Wealth Management Company headquartered in Mumbai.

It is a new generation full-fledged wealth management firm based in Mumbai with strong focus on wealth solutions: preservation, growth, and transmission

Negen Wealth is promoted by BV Raman who comes with a 22+ years experience in financial services and has family offices, Ultra HNI clients and Mr. Neil Bahal of Negen capital as key shareholders, so in effect it is a company started by the clients for the clients.

The company currently offers Distribution services of third-party products and is a registered franchisee of Aditya Birla.