Sales Customer Manager

2 - 6 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a proactive and results-oriented Sales Customer Manager with 2-5 years of mandatory experience in Wealth Management. As a Sales Customer Manager, your primary responsibilities will include driving sales, managing client relationships, and assisting clients in achieving their financial objectives. Your duties will involve engaging with potential clients through sales calls to elucidate investment products, assessing client needs to propose suitable stocks and wealth management solutions, and fostering strong client relationships through regular follow-ups and market insights. Additionally, you will be expected to stay informed about market trends, financial products, and competitor offerings, collaborate closely with internal teams for seamless onboarding and client servicing, and address client queries promptly to ensure high customer satisfaction. To excel in this role, you must possess 2-5 years of proven experience in Wealth Management, a solid understanding of financial markets, investment products, and wealth solutions, excellent communication and interpersonal skills, a target-driven mindset to thrive in a fast-paced setting, a customer-focused approach with robust problem-solving abilities, and a Bachelor's degree in Finance, Business, or a related field. In return for your contributions, we offer a competitive salary and benefits package, a collaborative and forward-thinking work environment, and opportunities for professional growth and skill development. If you are enthusiastic about sales and eager to embrace a dynamic position, please submit your resume and cover letter to info@stockify.net.in.,

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