Company Description Arthaya Crest Wealth is an independent financial advisory practice serving individuals, families, and business principals across India. The firm offers expertise in life and health insurance, mutual funds, fixed deposits, and structured financial instruments, providing advice that is independent, unbiased, and aligned with client interests.

Arthaya Crest

Wealth focuses on long-term relationships rather than transactions, delivering advisory that is designed to withstand market cycles and life’s uncertainties. The practice is committed to offering high-caliber guidance to families at every stage of their wealth journey, taking the time to understand both their portfolios and their legacy.

Role Description The Sales Manager role is a full-time, hybrid position based in Thane, with the flexibility to work from home for part of the schedule.

The Sales

Manager will lead client acquisition and relationship management efforts, identifying prospective affluent clients and nurturing long-term advisory relationships.

Responsibilities include presenting financial solutions across insurance, mutual funds, and investment products, developing and executing sales strategies, and meeting revenue and growth targets. The role involves coordinating with advisory and operations teams to ensure seamless client onboarding, service delivery, and ongoing portfolio reviews.

The Sales

Manager will also track market trends, maintain accurate sales reporting,



and uphold the firm’s high standards of client care and ethical conduct.

Qualifications

- Proven sales and business development skills in financial services, including client acquisition, relationship management, and revenue target achievement.
- Robust knowledge of life insurance, health insurance, mutual funds, fixed deposits, and investment products, with the ability to explain solutions clearly to clients.
- Excellent communication, presentation, and interpersonal skills, with a consultative approach suited to working with affluent and discerning clients.
- Ability to analyze client needs, assess risk profiles, and collaborate with advisory teams to recommend appropriate financial strategies.
- Experience leading or mentoring a sales team, including pipeline management, performance tracking, and coaching for results.
- High levels of integrity, professionalism, and client-centric mindset, with a commitment to unbiased, conflict-free advice.
- Comfort with hybrid work arrangements, including in-person meetings in Thane and remote follow-ups and reporting.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in financial planning or insurance sales are an advantage.
- Prior experience serving HNI/affluent clients or working in wealth management, insurance distribution, or investment advisory is preferred.

📌 Sales Manager (Thane)
🏢 Arthaya Crest Wealth
📍 Thane