Senior Associate –

- Sales (Wealth Management)

- 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 management skills.
- Self-driven professional with strong business acumen and the ability to work independently.
- Willingness to travel domestically and internationally, as required.
- Added Advantage: Valid passport with a US visa.

Qualification

- Bachelor’s degree in Engineering
- MBA is mandatory.
- 2–3 years of relevant post-MBA sales or relationship management experience (experience range is flexible for high-performing candidates).

Job Type: Full Time

Roles: Marketing and Sales

Marketing and Sales: Sales –

- Presales

Skills: Wealth Management

Qualification: Bachelor’s degree in engineering MBA

Experience: 2 - 3 Years

Job Location: Mumbai

Industry: WealthTech

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📌 Senior Associate – Sales (Wealth Management) (Mumbai)
🏢 UNIDEL
📍 Mumbai