Lead Associate

About the role

The Lead -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.

What you'll do

• Acquire, build and maintain strong relationships with IFA, MFD & RIA’s
• Demonstrate expertise in wealth management products, including but not limited to Debentures
• Educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through…
• Drive business growth by effectively cross-selling wealth management products and services to existing clients
• Achieve revenue targets and contribute to the overall growth of the wealth management business

What you need

• 3–8 years in sales
• Channel sales
• Sales
• Negotiation
• Wealth management
• Target achievement
• Cross-selling
• B.Com or BBA or MBA

Good to have

• Portfolio management
• Due diligence