Company Description
Turtle Wealth Management Private Limited is dedicated to making investment decisions driven by data and processes rather than intuition or judgments. As a trusted name in the wealth management sector, the company leverages technology and analytics to create effective financial strategies. Committed to providing superior wealth management solutions, Turtle Wealth tailors its services to individual client goals.
Learn more at https://turtlewealth.in/.
Role Description
This is a full-time, on-site role based in Surat for a Wealth Manager – Sales professional. The Wealth
Manager will identify prospective clients, deliver tailored wealth management solutions, and build
lasting relationships.
KRA:
- PMS – Client Acquisition
- Client Relationship Management
- Client Portfolio Review & Future Wealth Planning
- Revenue Generation
- Brand Building & Networking
- Sales Reporting & MIS
Qualifications
- MBA/CA/CFA
- 1 Year + Experience
- Great at communication in Hindi & English.
Location:
Surat, Ahmedabad, Vadodara.