01Overview
Description:Job Title: Private Wealth Sales Specialists
Location: Ahmedabad, India
Experience Level: Senior Level (Minimum 10 years of relevant experience)
Education: Master's Degree or MBA, preferably in Finance or Marketing
Key Responsibilities
Drive sales of wealth management products such as portfolio management services (PMS), mutual
funds, and other financial instruments.
Build and maintain strong client relationships with High Net Worth Individuals (HNIs) and affluent
clients, understanding their financial goals and offering tailored solutions.
Actively seek new business opportunities, manage client portfolios, and provide ongoing advisory
services to ensure customer satisfaction and portfolio growth.
Collaborate with internal teams, such as the research and product team, to stay updated on market
trends and product offerings.
Achieve defined sales targets through effective networking, referrals, and client relationship
management.
Qualifications And Skills
Educational Background: A minimum of a Master's degree or MBA in Finance, Marketing, or related
fields.
Experience: Minimum 10 years of experience in sales and marketing of wealth management
products from reputed wealth management firms.
Market Knowledge: Strong understanding of financial markets, investment products, and wealth
management solutions.
Communication Skills: Excellent verbal and written communication in English; ability to
communicate complex financial products clearly.
Location: Must be based out of or willing to relocate to Ahmedabad.
Client-Centric Approach: High attention to client needs with the ability to develop trust and
long-term client relationships. .
