Client Portfolio Manager

We are looking for dynamic and driven Sales Professionals with proven experience in banking or financial product sales to join our team as Wealth Officer. This role offers the opportunity to accelerate your career in wealth management by driving sales of Mutual Funds, Equity, Bonds, and Insurance products through a blend of provided client leads and independent business development.

If you are ambitious, target-oriented, and passionate about building long-term client relationships, this position is designed for you.

Key Responsibilities

🔹 Client Acquisition & Lead Generation

· Leverage both company-provided client data and self-sourced leads.

· Build and sustain a strong pipeline of prospects through networking, referrals, and proactive market outreach.

🔹 Sales & Advisory

· Pitch...