Wealth Manager (Sales)
HyderabadFull-time3–6 yrsPosted 1 week ago
Mid-level finance role at Jobskey Consultancy in Hyderabad. Needs 3+ years and an MBA, B.Com or BBA.
About the role
We are seeking a dynamic Wealth Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background, with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. This role requires an entrepreneurial mindset and a proactive approach to foster B2B partnerships and attract B2C HNI clients to invest.
What you'll do
- Proactively reach out to B2B partners through daily calls and emails to foster new partnerships and present wealth management solutions
- Schedule and conduct 3-4 in-person meetings daily with B2B partners to discuss collaboration opportunities and maximize partnership efforts to achieve targets
- Prospect and qualify potential HNI clients through cold calling and lead-generation activities
- Aim to have 2-3 meetings weekly with B2C HNI prospects to convince them to invest and achieve targets
- Collaborate with the internal team for client portfolio analysis, financial planning, and addressing client queries
What you need
- Sales
- Wealth management
- Portfolio management
- Business development