Wealth Manager - Direct Sales

Wealth Manager - Direct Sales

Roles and Responsibilities:

- Building relationship with the existing clients and leads for business generation.

- Acquiring new clients for the company through own references and leads provided by the company.

- Meeting Sales targets in term of inflow, Cross Sell, Up sell and reference generation.

- Initiate and maintain personal contact with existing investors and allocated leads over the phone and meeting.

- Contacting and meeting minimum number of leads/clients per day/week/month

- Passing on Feedback on calling in a defined format on a daily/periodic basis

Skill Set & Personality Traits:

- Excellent communication skills

- Passion to talk and convert lead into a sale.

- Soft skills to handle all types of clients over phone.

- Willingness to learn.

- Goal oriented