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Wealth Manager

Ava Infotech Private Limited

Ahmedabad, Gujarat, India · Full Time

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Experience
Up to 5 yrs
Salary
INR 30,000 – INR 58,000 / month
Openings
1
Posted
2週間前
Work mode
In office
Eligibility
Candidates with 6 months to 5 years of experience in sales roles are eligible to apply.
Resume
Required to apply

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Job description

About the Role

We are seeking a proactive and client-oriented Wealth Manager to foster enduring relationships with premium members. This position involves handling a designated portfolio of members, promoting membership renewals, upselling vacation ownership packages, and ensuring outstanding experiences for members.

Job Summary

Position: Wealth Manager (Field Sales) / Relationship Manager

Salary Range: ₹35,000 to ₹48,000 fixed monthly salary, depending on experience, along with attractive unlimited incentives, monthly performance bonuses, and travel allowances as per company policy. Expected monthly earnings can exceed ₹40,000 to ₹50,000 including incentives.

Eligibility Criteria

Applicants should possess between six months to five years of sales experience.

Key Responsibilities

  • Engage potential customers through scheduled appointments and company-provided leads
  • Clearly communicate and promote Club Mahindra Holiday Membership plans
  • Develop and sustain long-lasting relationships with customers
  • Encourage referrals from satisfied customers
  • Meet or exceed monthly sales objectives
  • Manage customer follow-ups and update CRM systems accurately

Preferred Experience Background

  • Sales experience in banking, insurance, real estate, automobile, hospitality, telecom, direct sales, field sales, or B2B/B2C environments

How they work

Communication
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