We are seeking highly motivated and passionate Sales Coordinator to join our team. The successful candidate will be responsible for managing and growing relationships with our high-net-worth clients, providing tailored financial advice, and ensuring exceptional client satisfaction. This role requires a deep understanding of financial markets, investment strategies, and a passion for delivering high-quality service.
Key Responsibilities:
- Build and maintain strong, long-term relationships with HNI clients.
- Provide personalized wealth management solutions, including mutual funds, insurance, tax planning, equity advisory, and PMS.
- Conduct regular portfolio reviews and provide clients with investment insights and recommendations.
- Understand clients' financial goals and risk tolerance to tailor investment strategies accordingly.
- Stay updated with market trends and developments to proactively inform clients about new opportunities.
- Collaborate with internal teams to ensure seamless service delivery and address any client concerns promptly.