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Job Description :

Your primary role will be to generate sales in wealth management and strategic real estate products for the company by acquiring new clients. You will manage and grow a portfolio of Indian and NRI clients, by understanding their financial needs and offering customized solutions.

This role demands a strong sales focus, excellent interpersonal skills and a deep understanding of financial and real estate products.

Key Roles & Responsibilities :

• Identify and acquire Retail, HNI & Corporate Clients. 
• Drive sales of Wealth & Strategic Real Estate products, ensuring achievement of revenue targets.
• Utilize referrals, networking events and strategic partnerships to generate leads. 
• Identify opportunities for upselling and cross-selling to maximize revenue generation.
• Customize investment solutions based on client profile and their financial goals.
• Provide support and advisory services to enhance client satisfaction.
• Ensure all client interactions & transactions follow regulatory requirements & company policies.

• Provide regular feedback to senior management on client and business performance.