IFA Global - Business Development Specialist - Wealth Management (0-4 yrs)
Role Description
- This is a Professional Services Pre - Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients. One should target to set 15 meetings per month for Senior Management.
- Pitching wealth products to HNI/ UHNI
- Maintaining proper records of leads created, meetings set, presentation creation in ZOHO.
Experience / Eligibility & Skill Set Required
- Graduate with good understanding of financial concepts
- It is a B2B sales.
- Excellent English verbal and written communication
- Passionate about Sales and Connecting with People.
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