- Location
- Mumbai, Maharashtra, India
- Job type
- Full-time
About the role
Website:
talentleads.co.in
Job details:
Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)
- Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
- Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
- Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
- Proactively identify new business opportunities through referrals, networking, and cross-selling.
- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the business.
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