- Designation - Senior Associate- Sales (India)
- Qualification - MBA, Bachelor s degree in Engineering
- Location - Mumbai
- Experience - 2-3 Years

Job Roles and Responsibilities:

This is a high-impact role for professionals looking to transition into the fast-growing Wealth Management space. The position offers exposure to UHNW clients and Family Offices, with long-term potential to lead a region in India and explore international opportunities.
- Identify and pursue new business opportunities through direct outreach, networking, referrals, and participation in industry events.
- Manage the end-to-end sales cycle, from prospecting to closure, while building and maintaining long-term client relationships.
- Develop and maintain a strong sales pipeline; regularly update CRM with detailed records of client interactions and deal progress.
- Understand client requirements and position Asset Vantage s SaaS platform as a compelling solution for wealth reporting and analytics.
- Work closely with internal teams including Product, Marketing, Customer Success,



and Implementation to ensure seamless onboarding and client success.
- Represent the organization at industry forums, webinars, and conferences.
- Build trusted relationships with clients and partners to drive customer satisfaction, renewals, and upsell opportunities.
- Stay updated on market trends, competitive landscape, and regulatory developments within the wealth management and financial services ecosystem.

Keys Requirement:
- Junior Relationship Managers currently working in Wealth Management units of banks or financial institutions.
- Engineer with an MBA qualification.
- 2-3 years of post-MBA experience in sales or customer relationship roles.
- Robust sales orientation with a proven track record of achieving revenue targets.
- Prior experience working with HNIs/UHNIs, wealth managers, family offices, or financial institutions is highly preferred.
- Excellent communication, presentation, and stakeholder man

📌 Senior Associate (Mumbai)
🏢 UNIDEL Group
📍 Mumbai