Key Responsibilities
- Conduct outbound calls to prospective and existing clients to introduce and explain the company's Wealth Management services and investment solutions.
- Schedule and coordinate meetings with prospective clients for the VP – Wealth Management.
- Personally meet clients and prospects, wherever required, for business development and relationship-building activities.
- Present Wealth Management products, investment solutions, and services in a clear and professional manner.
- Understand client requirements, financial objectives, and investment preferences and communicate them effectively to the Wealth Management team.
- Follow up regularly with prospects and existing clients to generate business opportunities.
- Maintain strong and professional relationships with HNI, UHNI, corporate, and other potential clients.
- Prepare and deliver presentations to clients and prospects.
- Coordinate with the VP – Wealth Management for client meetings, presentations, follow-ups, and business proposals.
- Maintain accurate records of client interactions, leads, meetings, and follow-ups.
- Represent the organization professionally during client meetings, events, seminars, and networking activities.
- Coordinate with internal teams to ensure smooth execution of client requirements.
- Maintain confidentiality of client information and follow all applicable compliance and internal policies.
Mandatory Skills
- Excellent verbal and written communication skills.
- Strong presentation and interpersonal skills.
- Confident and professional personality.
- Excellent telephone etiquette and client-handling skills.
- Ability to communicate with HNI/UHNI and senior-level clients.
- Strong follow-up and relationship-building skills.
- Good negotiation and convincing abilities.
- Comfortable with both telephone outreach and face-to-face client meetings.
- Good command of English, Hindi and Gujarati language.
- Good knowledge of MS Office, particularly PowerPoint and Excel.
- Willingness to travel locally for client meetings when required.
Pay: ₹360,000.00 - ₹420,000.00 per year
Benefits:
- Paid sick time
- Provident Fund
Work Location: In person
