We are looking for an experienced Wealth distribution and Sales professional to join our founding team. The role involves driving the distribution of financial products including Mutual Funds, PMS, AIFs, and Structured Products to HNIs, family offices, and institutional clients. This is a relationship-driven, advisory-focused role with a strong emphasis on revenue generation and client acquisition.

Key Responsibilities:

Sales & Product Distribution:

- Drive distribution and revenue generation across Mutual Funds, PMS, AIFs, and Structured Products.
- Identify, engage, and onboard HNI and institutional clients.
- Recommend suitable investment solutions based on client objectives and risk profiles.
- Promote and position wealth management products effectively.

Client Relationship Management:

- Build, manage, and deepen long-term relationships with HNI, family office, and institutional clients.
- Act as a trusted advisor by understanding client needs and providing appropriate investment solutions.
- Maintain high levels of client engagement and retention.

Revenue & Business Growth:

- Achieve revenue targets through product distribution, advisory services, and cross-selling opportunities.




- Contribute to expanding the company's presence within the wealth management ecosystem.
- Represent the organization at investor meetings, networking events, and industry forums.

Candidate Profile:

- 8-12 years of experience in Wealth Management, Financial Product Distribution, Equity Broking, or Investment Advisory.
- Proven track record in client acquisition and wealth product distribution.
- Hands-on experience in Mutual Funds, PMS, AIFs, and Structured Products.
- Strong network among HNIs, family offices, and institutional investors.
- Ability to work in a agile, entrepreneurial environment and contribute to building processes and frameworks.
- NISM certifications (Series V-A, Series XXI-A, or equivalent) preferred.
- Knowledge of commodity markets and alternative investments will be an added advantage.

Educational Qualification:

- MBA/PGDM in Finance, Marketing, or a related discipline.

Key Skills:

- Wealth Management
- Mutual Funds
- PMS & AIF Distribution
- Structured Products
- Client Acquisition
- Relationship Management
- Equity Broking
- Capital Markets
- Investment Advisory
- Business Development
- Revenue Generation
- Financial Product Distribution

📌 Senior Manager Wealth Distribution & Client Acquisition (Mumbai)
🏢 Foresight Bullion India
📍 Mumbai