Investment Sales ( Wealth Management ) - Tele Sales
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Key skills for this role
About the Role
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.
Key Skills for This Role
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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
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