– GENERAL MANAGER – SALES

Industry: Wealth Management / Financial Services

Designation: General Manager – Sales

Department: Sales & Business Development

Experience: 10–15 Years

Location: Ahmedabad, Gujarat

Job Summary

We are looking for an experienced General Manager – Sales to lead the sales and business development function for our Wealth Management Products. The role will be responsible for driving revenue, acquiring and retaining high-value clients, developing distribution channels, managing sales teams, and achieving business growth targets.

Key Responsibilities

- Develop and execute the overall sales strategy for wealth management products.
- Lead the sales team and drive achievement of monthly, quarterly and annual business targets.
- Identify and develop recent business opportunities among HNI, UHNI, corporate and affluent clients.
- Build and maintain strong relationships with existing and prospective clients.
- Drive acquisition of clients and increase Assets Under Management (AUM) and revenue.
- Develop strong networks with HNI clients, promoters, entrepreneurs, family offices, corporate professionals and other affluent segments.
- Lead sales through direct channels, referrals, strategic partnerships, brokers, distributors and other relevant channels.
- Understand client financial objectives and coordinate with the investment/advisory team to offer appropriate wealth management solutions.
- Monitor sales pipeline, conversion ratios, client acquisition cost, revenue and AUM growth.
- Set targets and KPIs for the sales team and regularly review individual and team performance.
- Recruit, train, coach and develop high-performing sales professionals.
- Establish strong sales processes, reporting systems and performance-monitoring mechanisms.
- Conduct regular market analysis and identify emerging opportunities in wealth management.




- Work closely with Investment, Operations, Compliance, Finance and Customer Relationship teams to ensure smooth client servicing.
- Ensure that all sales activities are carried out in accordance with applicable regulatory, compliance and internal company policies.
- Handle key client relationships and participate in important client meetings and presentations.
- Prepare and present sales performance reports and business plans to senior management.
- Drive cross-selling and up-selling of relevant wealth management products to existing clients.

Key Skills
- Strong understanding of Wealth Management, Investment Products and Financial Services.
- Proven track record in achieving sales and revenue targets.
- Strong HNI/UHNI client acquisition and relationship-management skills.
- Excellent leadership, negotiation and communication abilities.
- Strong business-development and networking skills.
- Ability to build and manage large sales teams.
- Strong analytical, commercial and strategic-thinking capabilities.
- Good understanding of investment products, market trends and client risk profiling.
- Strong presentation and stakeholder-management skills.

Qualification
- MBA / PGDM in Finance, Marketing, Business Management or equivalent qualification preferred.
- Relevant professional certifications in wealth management/investments will be an advantage.

Key Performance Indicators (KPIs)
- AUM Growth
- New Client Acquisition
- Revenue & Business Growth
- HNI/UHNI Client Acquisition
- Sales Target Achievement
- Client Retention
- Cross-Selling / Up-Selling
- Sales Team Productivity
- Conversion Ratio
- Distribution/Channel Development
- Client Relationship & Service Quality
- Compliance with Internal and Regulatory Requirements

Pay: Up to ₹400,000.00 per month

Benefits

- Cell phone reimbursement
- Flexible schedule

Work Location: In person

📌 GM Sales (Ahmedabad)
🏢 SAMSARA BUILDTECH
📍 Ahmedabad