About the Role

We are seeking an experienced Sales Manager to lead client acquisition across our CA and wealth verticals.

You will convert qualified leads — doctors, business owners, CXOs, HNIs and NRIs — into long-term advisory

clients and help build a repeatable, premium-positioned growth engine.

Key Responsibilities

- Qualify and manage a pipeline of inbound and referral leads across both verticals.
- Build referral networks with clients, qualified associations and partner channels.
- Conduct discovery meetings to understand prospective clients' financial goals and needs.
- Present the firm's integrated CA + wealth proposition and handle objections professionally.
- Prepare tailored proposals in coordination with the delivery teams and close engagements.
- Ensure a smooth handover to the delivery and onboarding teams.
- Maintain accurate pipeline and CRM records, and report on acquisition performance.





Qualifications & Experience

- 6+ years of experience in financial services, wealth, or qualified-services sales.
- Proven track record of selling to HNI / premium decision-makers.
- Working understanding of mutual funds, PMS and CA services.
- Graduate/Postgraduate; relevant certifications an advantage.

Key Skills

Consultative selling · Relationship building · Negotiation · Professional communication · Pipeline discipline

Why Join Us

A high-trust, premium clientele, a differentiated integrated offering to sell, and the opportunity to build the

acquisition engine of a growing boutique firm.

To Apply

Please send CVs to [email protected]

Pay: ₹30,000.00 - ₹40,000.00 per month

Work Location: In person

📌 Sales Manager (India)
🏢 Anmol talent solution
📍 India