Job Description: We are seeking experienced professionals to lead corporate sales in wealth management and mutual funds. The role involves sourcing and managing HNI clients, promoting investment solutions, and driving business growth across equity, debt, and structured products.

Key Responsibilities

Source HNI clients and manage long‑term wealth relationships
Promote mutual funds, insurance, and structured investment solutions
Provide advisory support on equity and debt capital markets
Expand client base with global and international investment products
Leverage CRM systems, digital tools, and AI‑assisted advisory workflows

Skills & Experience

Minimum 8 years in wealth management or related financial services
Strong understanding of capital markets, mutual funds, insurance, and structured products
Familiarity with global markets and international investment products
High comfort with technology platforms, CRM, and AI tools




Excellent communication, presentation, negotiation, and relationship management skills
Strong proficiency in English

Qualifications & Certifications

Degree in Finance with CA / CFA / MBA / PGDM preferred
Mandatory NISM / AMFI certifications
Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management are a strong bonus
Existing strong client relationships will be given due weight

Benefits

Attractive incentive structure
Growth opportunities opportunities in wealth management
Training and skill development programs

Skills: corporate sales management,digital tools,mutual funds,capital markets,wealth management services,amfi certifications,corporate sales,wealth management,hni clients,financial services,sales,nism,crm systems

📌 Corporate Sales (India)
🏢 IAssess Consultants
📍 India