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We are seeking an experienced Wealth Manager for Direct Sales to build and maintain relationships with existing clients and generate new business opportunities.
Roles and Responsibilities:
- Build relationships with existing clients and generate business through leads and references.
- Acquire new clients through personal network and company-provided leads.
- Achieve sales targets related to inflow, cross-selling, up-selling, and reference generation.
- Initiate and maintain contact with investors and leads through phone and in-person meetings.
- Ensure daily/weekly/monthly contact with a minimum number of leads/clients.
- Provide feedback on calling activities in a defined format.
Skill Set & Personality Traits:
- Excellent communication skills.
- Strong passion for sales and client conversion.
- Ability to handle various types of clients over the phone.
- Willingness to learn and adapt.
- Goal-oriented with a drive for results.
Experience:
- 4+ years in financial services with a proven track record.
Qualifications:
- Graduate with mandatory NISM Certification.
Industry:
- BFSI (Banking, Financial Services, and Insurance)
Bachelor of Commerce (B.Com)
An organization’s culture is defined by its people and lays the foundation on which the growth story is built.
During the pandemic, while everyone was working from home, we did an exercise to gauge what our employees thought Quantum stands for (and what it doesn’t). The views of every employee was compiled into a book, “The Spirit of Quantum”.
This book is the Soul of Quantum speaking to you, the raw voices of 234 people driven by the core principles of transparency, integrity, honesty and most importantly always staying true to our customers.
Job ID: 103839093
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