Client Wealth Advisor

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

Sal...