Investment Sales ( Wealth Management ) - Tele Sales

Company Description

Keyara Group specializes in Investment Advisory / Wealth Management through Financial Markets and Real Estate services across the UAE, London, Switzerland, Mauritius, Saudi, Oman and Spain.

Role Description

-This is a full-time, on-site Investment Sales (Wealth Management) position based in Dubai.

-The role involves generating and managing sales of investment products and real estate while building strong client relationships.

-Key responsibilities include providing financial planning and investment advice, understanding client requirements, and tailoring solutions to meet their needs.

-Additionally, the role requires achieving sales targets, handling inquiries, and maintaining comprehensive knowledge of real estate investment opportunities and market trends.

Qualifications

• Expertise in Financial Planning and Investments
• Experience in Investment Management and Finance
• Knowledge of the Insurance sector in relation to wealth management
• Strong communication, negotiation, and client relationship management skills
• Strategic thinking with the ability to interpret market data and provide actionable insights
• Bachelor's degree in Finance, Business, or a related field
• Prior experience in real estate or wealth management is an advantage
• Fluency in English, Hindi and other Native Indian languages will be an advantage.
• Self-motivated and target-driven individual with the ability to work in a dynamic, fast-paced environment