Company Description Anand Wealth Partners is a financial services firm with over a decade of experience in financial markets and investment products, specializing in bonds and investment opportunities in unlisted shares. The firm’s mission is to help investors make informed financial decisions by providing access to carefully evaluated opportunities, including those facilitated through SEBI-registered intermediaries where applicable.

Anand Wealth

Partners is committed to transparency, client education, and a research-driven approach, equipping clients with the knowledge and confidence to navigate evolving market conditions. The firm emphasizes that all investments are subject to market risks and encourages investors to align decisions with their financial objectives and risk appetite, supporting a foundation for long-term financial success.

Role Description This is a full time, on-site Sales Business Development Manager role based in Noida. The individual in this role will be responsible for generating new business leads, building and maintaining strong client relationships, and promoting the firm’s investment products, including bonds and unlisted share opportunities.

Day-to-day activities include identifying prospective clients, conducting sales meetings and presentations, understanding client needs and risk profiles, and recommending suitable investment solutions in line with regulatory and internal guidelines. The role involves coordinating with research and operations teams to ensure accurate information is shared with clients, preparing proposals and sales reports, and tracking performance against sales targets.





The Sales Business Development

Manager will also support client education initiatives, participate in marketing and outreach campaigns, and continuously monitor market developments to identify new business opportunities.

Qualifications

- Strong sales and business development skills, including lead generation, pipeline management, and relationship-building with individual and institutional clients.
- Solid understanding of financial markets and investment products, preferably including bonds, unlisted shares, and wealth management solutions.
- Ability to assess client needs, risk appetite, and financial goals, and to communicate complex investment concepts in clear, accessible language.
- Effective communication and negotiation skills, with proficiency in presenting investment ideas, handling client queries, and managing objections.
- Experience working within regulatory and compliance frameworks, with familiarity with SEBI guidelines and ethical selling practices.
- Strong analytical and research orientation, with the ability to use market data and internal research to support client recommendations.
- Proficiency in basic office and CRM tools to track client interactions, sales activities, and performance metrics.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in finance or investment advisory are an advantage.
- Demonstrated ability to work collaboratively with cross-functional teams and to meet or exceed defined sales targets.
- Prior experience in financial services, wealth management, or investment advisory in a client-facing role is strongly preferred.

📌 Sales Business Development Manager (Noida)
🏢 Anand Wealth Partners
📍 Noida