Wealth Manager (Sales)

About the role

We are seeking a dynamic Wealth Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background, with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. This role requires an entrepreneurial mindset and a proactive approach to foster B2B partnerships and attract B2C HNI clients to invest.

What you'll do

• Proactively reach out to B2B partners through daily calls and emails to foster new partnerships and present wealth management solutions
• Schedule and conduct 3-4 in-person meetings daily with B2B partners to discuss collaboration opportunities and maximize partnership efforts to achieve targets
• Prospect and qualify potential HNI clients through cold calling and lead-generation activities
• Aim to have 2-3 meetings weekly with B2C HNI prospects to convince them to invest and achieve targets
• Collaborate with the internal team for client portfolio analysis, financial planning, and addressing client queries

What you need

• 3–6 yrs of experience
• Sales
• Wealth management
• Portfolio management
• Business development
• MBA or B.Com or BBA