About Us
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.

Role Overview
The Sales Support Consultant is responsible for supporting Skybound’s global advisory and business development network through lead generation, prospect research, and client profiling. Based in the Mumbai office as part of the Group’s exported services function, the role provides direct support to Business Development Managers and Advisers across key international offices.
This role plays an significant part in Skybound’s client acquisition strategy by identifying, researching, and qualifying prospective clients who may benefit from international wealth management, financial planning, and investment advisory services.

Key Responsibilities

Prospecting & Lead Generation
Identify and build targeted prospect lists using LinkedIn Sales Navigator, online research,



qualified databases, company websites, industry sources, and other approved tools.
Research individuals based on location, profession, seniority, industry, income potential, international mobility, and likely wealth management needs.

Client Profiling & Qualification
Develop transparent prospect profiles by assessing relevant background information such as occupation, company, location, financial potential, career milestones, and possible advisory needs.
Qualify leads based on suitability, and relevance to the assigned Business Development Manager or Adviser

BDM & Advisor Support
Work closely with Business Development Managers to understand target markets, preferred client profiles, campaign priorities, and appointment-setting requirements.
Provide regular updates on lead quality, research techniques and ideate on the prospecting strategies.

Data Quality
Ensure prospect data is accurate, relevant,

📌 Sales Support Consultant Mumbai
🏢 Skybound Wealth Management
📍 Mumbai