Company Description WealthVault Research and Analytics Pvt. Ltd. is a team of highly skilled professionals focused on delivering world-class investment services and solutions to investors in India and globally. The firm specializes in comprehensive, research-driven offerings for UHNI and HNI clients, providing an end-to-end investment product suite. Core solutions span equity, fixed income, and alternative investments, supported by rigorous analysis. WealthVault also offers integrated advisory services, including risk analysis and insurance planning, investment planning, tax and estate planning, and retirement planning. The organization is committed to long-term, client-centric wealth management grounded in data and insight. Role Description The Head Sales – Private Wealth Management is a full-time, on-site role based in Chandigarh, responsible for leading sales and relationship management for UHNI and HNI clients. This role involves developing and executing sales strategies for the private wealth management business, driving acquisition of recent clients, and deepening relationships with existing clients. The individual will oversee the sales team, set performance targets, monitor pipelines, and ensure consistent delivery of tailored investment solutions across equity, fixed income, and alternatives. Day-to-day activities include collaborating with research and product teams, reviewing client portfolios,



participating in client meetings and presentations, and ensuring high standards of service and compliance. The role requires a strong focus on revenue growth, market expansion, and maintaining a disciplined, data-driven approach to sales management. Qualifications
• Candidates should possess strong Sales and Sales Management skills, with a proven track record in private wealth or financial services.
• Candidates should possess Analytical Skills to interpret market data, assess client portfolios, and support investment recommendations.
• Candidates should possess Account Management skills to manage UHNI and HNI relationships, ensure retention, and drive cross-selling.
• Candidates should possess Team Management skills to lead, mentor, and develop a high-performing sales team.
• In-depth understanding of wealth management products across equity, fixed income, and alternative investments.
• Excellent communication, presentation, and negotiation abilities, with a client-centric approach.
• Relevant experience in private banking, investment advisory, or wealth management; prior leadership experience is highly desirable.
• Graduate or postgraduate degree in Finance, Business, Economics, or a related field; professional certifications such as CFP, CFA, or NISM are an advantage.

📌 Head Sales- Private Wealth Management (Chandigarh)
🏢 WealthVault Research and Analytics
📍 Chandigarh