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
Solid 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

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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Corporate Sales New Delhi
🏢 IAssess Consultants
📍 New Delhi