Company Description Xpert Finance is a premier wealth advisory firm serving High-Net-Worth Individuals (HNIs) in the india . The firm focuses on high-conviction Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) that align Indian growth opportunities with global tax efficiency. With more than 10,000 trusted clients, Xpert Finance is known for building tax-optimized wealth structures rather than simply managing assets. Team members work in an workplace that values expertise, client-centric advisory, and long-term relationship building. Joining Xpert Finance offers exposure to sophisticated investment solutions and a dynamic, growth-oriented culture.
Role Description The Assistant Area Sales Manager is a full-time, on-site role based in Ajmer. This role is responsible for supporting area-level sales planning, executing client acquisition strategies, and promoting wealth advisory products and services to prospective and existing clients. The position involves meeting clients, understanding their financial needs, presenting tailored investment solutions,



and coordinating with internal advisory and operations teams to ensure smooth onboarding and service delivery. The Assistant Area Sales Manager will track sales performance, maintain accurate records in CRM tools, prepare periodic reports, and help organize local events or seminars to increase brand visibility. The role also includes monitoring market trends, competitor activity, and providing feedback to senior management to refine sales strategies.
Qualifications

• Strong sales and business development capabilities, including lead generation, client relationship management, and negotiation skills.
• Knowledge of wealth management, investment products, and financial markets; familiarity with PMS, AIF, or related advisory services is an advantage.
• Excellent communication and presentation skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
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📌 Assistant Area Sales Manager (Ajmer)
🏢 The Xpert Finance
📍 Ajmer