Roles and Responsibilities
- Manage relationships with existing clients to identify their financial goals and provide tailored alternative investment solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop sales strategies to acquire High Net Worth Individuals (HNIs) for wealth management services.
- Collaborate with internal teams such as Asset Management, Investment Advisory, Retail Sales, and Wealth Management to deliver exceptional customer service.
- Analyze market trends and economic indicators to make informed decisions on investment portfolio management.
Desired Candidate Profile
- 1-5 years of experience in Investor Relationships or related fields like Sales, Sales Operations, Relationship Management, Wealth Management, Asset Management, Investment Advisory.
- Ability to work independently as well as part of a team towards achieving common goals.
- Excellent communication skills with ability to build strong relationships with clients.
- Strong understanding of HNI & Retail Acquisition and Sales principles.
Pay: ₹480,000.00 - ₹720,000.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Paid time off
Experience:
- Sales: 1 year (Preferred)
- Financial services: 1 year (Preferred)
Language:
Location:
- Delhi, Delhi (Delhi) (Preferred)
Work Location: In person
