Wealth Manager - Sales

Company Description

Ocean Finvest, SEBI-registered under INH , is a trusted financial advisory firm dedicated to delivering innovative wealth management and financial solutions. Since our inception in 2014, we have empowered over 5000 families, investors, and enterprises, managing portfolios with an AUM of over 1000 crore. Our expertise includes investment advisory, succession planning, estate planning, and social impact investing. At Ocean Finvest, we combine deep market insights with personalized strategies to ensure clients' long-term financial prosperity.

Role Description

This is a full-time, on-site role located in Ahmedabad for a Wealth Officer-Sales. The Wealth Officer-Sales will be responsible for managing client relationships, providing top-notch customer service, generating leads, handling sales operations, and executing channel sales strategies. Day-to-day tasks will involve advising clients on various financial products, creating personalized financial plans, and working closely with other team members to drive sales initiatives.

Qualifications

• Customer Service and Communication skills
• Experience in Lead Generation and Sales Operations
• Proficiency in Channel Sales
• Strong interpersonal and client management skills
• Ability to work independently and as part of a team
• Understanding of financial products and market dynamics is a plus
• Bachelor's degree in Finance, Business Administration, or related field