Troth Insurance Broking & Consultants Pvt. Ltd.
Website:
trothinsurance.com
Job details:
Job Description
Relationship manager (Sales Professionals )– Financial Markets & Wealth Management
Company: Troth Wealth | Ahmedabad
We are looking for dynamic, result-oriented sales professionals with experience in financial markets, wealth management and investment product distribution.
Products We Deal In
- Demat & Trading Accounts
- Mutual Funds – SIP & Lump Sum
- Specialized Investment Funds (SIF)
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Bonds & Fixed-Income Products
- ETFs, Gold & Silver Investment Products
- GIFT City Investment Solutions
- IPO & Eligible Unlisted Investment Opportunities
Key Responsibilities
- Acquire new clients and develop long-term relationships.
- Generate business through direct sales, referrals and networking.
- Build relationships with HNI and UHNI clients.
- Cross-sell relevant financial products based on client needs.
- Achieve monthly sales, revenue and AUM targets.
- Maintain client records and ensure compliant onboarding.
- Coordinate with product teams, AMCs and investment partners.
Candidate Profile
- Experience in financial market sales, wealth management or investment distribution.
- Good understanding of Mutual Funds, PMS, AIF and SIF.
- Strong communication, negotiation and client acquisition skills.
- Ability to generate leads and independently close business.
- Existing HNI/UHNI client relationships will be an advantage.
Location: Ahmedabad, Gujarat
Join Troth Wealth and grow your career in the financial markets and wealth management industry.
Interested candidates can share their at hr@troth.co.in
Click on Apply to know more.
