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03/07 Vinoth V
HR Business Partner at Meraki Ventures

Views:41 Applications:14 Rec. Actions:Recruiter Actions:9

Senior Wealth Manager - Debt Products (5-15 yrs)

Chennai Job Code: 333397

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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