Wealth Management Consultant

Hiring for MutualFund - Sales

The Corporate : A very old, well respected broking house with Retail and Institutional Equity and Wealth Business.

MumbaiJobs

Experience : 3 years plus in B2C Wealth Sales

Mandatory to have : A Flair for Sales

An intention to build wealth for the customers

Good Knowledge in MF

Job Description :

Client Acquisition and Sales : Identify and acquire new retail clients through proactive outreach, referrals, and digital lead generation

Relationship Management : Build and maintain long-term relationships with clients via regular follow-ups, portfolio reviews, and personalized investment updates to ensure retention and upsell opportunities