Wealth Manager - Navi Mumbai, India - ALPHA SQUARE ACADEMY

Description

Company Description
We Alpha Square is the wealth boutique firm caters to all financial products.

Role Description

This is a full-time relationship manager role for wealth products at ALPHA SQUARE ACADEMY. The Relationship Manager will be responsible for building and maintaining relationships with clients, providing financial advice and solutions, promoting wealth products, and achieving sales targets. This is a hybrid role, located in Navi Mumbai and Mumbai

Qualifications

• Excellent communication and interpersonal skills
• Strong knowledge of wealth management products
• Proven track record of sales and business development
• Ability to analyze market trends and identify opportunities
• Good understanding of financial planning and investment strategies
• Client-centric approach and ability to build long-term relationships
• Ability to work independently and as part of a team.
• SALES EXPERIENCE IS THE MUST.