Description

Job Title: Wealth Management Executives

The ideal candidate will be responsible for developing and implementing effective sales strategies, building strong relationships with clients, and leading a sales team. This role demands a proactive individual who can drive sales growth while enhancing the company’s brand presence in the market.

Responsibilities:

• Develop and execute sales plans to achieve company targets and maximize revenue.
• Build and maintain strong relationships with existing and potential clients.
• Generate and manage clients’ deposit portfolio
• Monitor and report on the effectiveness of marketing strategies and adjust as necessary.
• Collaborate with the sales team to identify key customer needs and deliver tailored solutions.
• Prepare and deliver sales presentations, proposals, and product demonstrations.
• Attend industry events, trade shows, and networking opportunities to promote the company.
• Maintain up-to-date knowledge of industry trends, competitors, and best practices.
• Provide excellent customer service to enhance client satisfaction and loyalty.
• Conduct market research to identify new sales opportunities and market trends.

Qualifications:

• Bachelor’s degree in Marketing, Business Administration, or a related field.
• Minimum of 4 years experience in wealth management and deposit mobilization.
• Proven experience in sales and marketing, preferably in an Investment company.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to lead a team.
• Strong analytical and problem-solving skills.
• Ability to manage multiple projects and meet deadlines.

Skills:

• Experience in developing marketing strategies
• Experience in deepening customer relationship
• Strong interpersonal skills

Benefits

• Competitive salary with potential for performance-based bonuses.
• Comprehensive benefits package including health, and retirement plans.
• Opportunities for professional development and career advancement.
• A supportive and collaborative work environment that values team contributions.

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