Wealth Manager - Client Relationship - BFSI

Job role:

- Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra HNI and NRI clients.

- Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa.

- Should be accustomed to acquiring, developing and managing clients.

- Experienced to sell products to HNI, Ultra-HNI and NRI clients.

- Candidates should be working in the following industries

- Banking, private banking, financial services, real estate and luxury products.

- Excel in selling products in the range of 50 lacs to 5 crores.

- Banking & private banking RM's should be having a portfolio of 50+ crores from which they are generating a revenue of 50+ lacs every year.

Responsibilities:

- Research, identify, connect and tenaciously generate new potential clients

- Methodically qualify, build, and manage an accurate sales funnel

- Strategically plan and achieve sales target annually

- Maintain a high volume of activity including outbound calls, emails and ensure continuous client interaction.

- Responsible for managing the end-to-end sales process for the artworks and collectibles through private sales & auctions.

Competencies:

Knowledge: Luxury Sales, Financial Product Sales, Wealth Manager Client Relations & Retention

Skills:

- Excellent communication skills

- Excellent interpersonal skills

- Good business & negotiation skills

- Prospecting & client management

- Mid-Level- Leadership skills

Personal attributes:

- Pleasing personality

- Presentation skills

- Independent thinker

- Self- Motivator

Technical Skills: Proficient in MS Office suite of Programs