HR Business Partner at Meraki Ventures
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Senior Wealth Manager - Debt Products (5-15 yrs)
Senior Wealth Manager - Debt Products
Job Description :
- Excellent communication skills.
- Must have a bachelor's degree in business, marketing, finance or related field.
- Over 5 Years of working experience in financial sector with direct sales and team handling experience.
- Experience in serving high-net-worth individuals and understanding their unique wealth management needs.
- Proven track record of achieving sales targets and building a successful client portfolio.
- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
- Handling and providing financial services to HNI clients.
- Manage client portfolios, keeping client plans up-to-date.
- Strong analytical and problem-solving skills.
- Proven track record of meeting sales targets.
- Complete exposure to Product development, Pricing, and Launch.
- Overseeing and conducting market research to develop and implement sales initiatives along with sourcing clients.
- Developing and sustaining long-term relationships with customers.
- Managing Sales and Sales Support, Project Sales.
- Heading and responsible for Overall Sales, Collections, Gross.
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