Avatar for AVE-Promagne Business Solutions
Management Consulting firms supporting high paced startups on growth prospects
  • Early Stage
    Startup in initial stages

Wealth Sales Manager

  • ₹4L – ₹15L • No equity
  • |
    Ahmedabad • 
  • |1 year of exp
  • |Full Time
Posted: 2 months ago
Job Location
Remote Work Policy

In office

Visa Sponsorship

Not Available

RelocationAllowed
Skills
Sales
Wealth Management
Private Wealth Management
NISM Series V-A: Mutual Fund Distributors
Hiring contact
Ashwin Esackiappan
Advisor
India
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About the job

  • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing clients with AUM => INR 6cr.
  • Acquire new promoters in small, mid, and large corporate segments, Family office, and HNI to enhance the overall AUM.
  • Identify and secure new clients to increase AUM, including transferring an existing book of clients while ensuring compliance with all regulatory requirements.
  • Continuously improve your knowledge of all products & services to provide superior solutions to clients.
  • Share feedback on market trends, competition, and product suggestions for continuous improvement.
  • Utilize your financial acumen and investment expertise to review client information, collaborate with the Research and Advisory team to offer superior investment solutions, and align service delivery for an enhanced customer experience.

About the company

AVE-Promagne Business Solutions company logo
Management Consulting firms supporting high paced startups on growth prospects11-50 Employees
Company Size
11-50
Company Type
Business Consulting
Company Industries
Startups
  • Early Stage
    Startup in initial stages
Learn more about AVE-Promagne Business Solutions image

Founders

Ashwin Esackiappan
Founder
India
image
View the team image

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