Requirements

• 4-8 years experience in Financial services (preferably not in banking)
  
• Any sales experience (other than financial services) but with a first degree in Economics
  

• Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.
  
• Develop new sales/marketing strategies to attract new.
  
• Facilitate cluster presentations and develop apposite marketing pitch(es)
  
• Facilitate conversion of prospects both from cluster presentations and otherwise.
  
• Manage and develop a good relationship with existing clients and generate a network of referrals
  
• Generate market intelligence for consistent improvement of new/existing products.
  
• Generate weekly/monthly reports on the progress of the conversion.
  
• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.