Job Profile – Sales Manager / Senior Sales Manager

About Wealocity:

Wealocity is a wealth management and investment advisory platform focused on helping clients manage and grow their wealth through a range of investment solutions including Mutual Funds, PMS, AIFs, Direct Equity, REITs/InvITs, Insurance and International Investments.

We are looking for motivated professionals who can build solid client relationships and contribute to the growth of our wealth management business.

Sales Manager – Wealth Management

Role Objective: To acquire new clients, develop existing relationships and grow the firm's Assets Under Management (AUM) and revenue by understanding client requirements and providing appropriate investment solutions.

Key Responsibilities:

Client Acquisition

- Identify and develop prospective clients through personal networks, references, professional networks and other channels.
- Generate and manage a healthy pipeline of prospective clients.
- Conduct meetings with prospective clients to understand their financial objectives, investment preferences and risk profile.
- Convert prospects into long-term clients of Wealocity.

Relationship Management

- Develop and maintain strong relationships with clients.
- Understand changing client requirements and identify suitable investment opportunities.
- Coordinate with the investment/product research and operations teams to ensure smooth execution.
- Conduct regular client reviews and ensure timely follow-up on recommendations.

AUM & Revenue Growth

- Mobilise fresh AUM across Mutual Funds, PMS, AIF, Direct Equity, REITs/InvITs,



Insurance and other approved products.
- Increase the share of wallet of existing clients through appropriate cross-selling and additional investments.
- Generate sustainable recurring revenue for the firm through quality client acquisition and asset mobilisation.
- Focus on long-term AUM and revenue rather than one-time transactions.

Product Knowledge

- Develop a strong understanding of the investment products offered by Wealocity.
- Keep abreast of market developments and product performance.
- Work closely with the research team to understand recommended products and communicate their investment rationale to clients.

Client Onboarding

- Coordinate with the operations team to ensure timely and accurate onboarding of new clients.
- Ensure that all required documentation and information are collected.
- Follow through until the client's investments are successfully executed and reflected on the platform.

Desired Experience:

- 3–7 years of experience in wealth management, financial services, mutual funds, PMS, AIF, private banking, broking or related areas.
- Existing HNI/UHNI client relationships would be an advantage.
- Experience in client acquisition and AUM mobilisation preferred.
- Skills RequiredStrong communication and interpersonal skills
- Client relationship management
- Business development
- Investment product understanding
- Negotiation and influencing skills
- Strong follow-up and execution ability
- Good financial and analytical understanding
- Professional presentation skills
- Ability to work independently and as part of a team

📌 Sales Manager (Hyderabad)
🏢 Wealocity
📍 Hyderabad