Private Wealth Sales Specialist

Job Description:

Job Title: Private Wealth Sales Specialists
Location: Ahmedabad, India
Experience Level: Senior Level (Minimum 10 years of relevant experience)
Education: Master’s Degree or MBA, preferably in Finance or Marketing

Key Responsibilities:
• Drive sales of wealth management products such as portfolio management services (PMS), mutual
funds, and other financial instruments.
• Build and maintain strong client relationships with High Net Worth Individuals (HNIs) and affluent
clients, understanding their financial goals and offering tailored solutions.
• Actively seek new business opportunities, manage client portfolios, and provide ongoing advisory
services to ensure customer satisfaction and portfolio growth.
• Collaborate with internal teams, such as the research and product team, to stay updated on market
trends and product offerings.
• Achieve defined sales targets through effective networking, referrals, and client relationship
management.

Qualifications and Skills:
• Educational Background: A minimum of a Master’s degree or MBA in Finance, Marketing, or related
fields.
• Experience: Minimum 10 years of experience in sales and marketing of wealth management
products from reputed wealth management firms.
• Market Knowledge: Strong understanding of financial markets, investment products, and wealth
management solutions.
• Communication Skills: Excellent verbal and written communication in English; ability to
communicate complex financial products clearly.
• Location: Must be based out of or willing to relocate to Ahmedabad.
• Client-Centric Approach: High attention to client needs with the ability to develop trust and
long-term client relationships.