Senior Sales Manager – Wealth Management Company: iVentures Capital

Location:
Gurugram, Haryana

Experience:
5 years + Industry: Financial Services / Wealth Management Employment Type: Full-time | Work from Office Company Overview iVentures Capital is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we manage assets worth ₹1,200+ crore for over 850 affluent relationships, including UHNIs, CEOs, CXOs, Founders, Trusts, and Family Offices. Visit us at www.iventurescapital.in We are looking for an experienced Senior Sales Manager – Wealth Management to drive business growth by acquiring and managing HNI/UHNI client relationships while delivering comprehensive wealth management solutions. Job Summary We are looking for a driven and commercially oriented Senior Sales Manager to join our Wealth Management team. The ideal candidate will have experience in financial services sales, client acquisition, relationship management and investment product distribution, with a strong understanding of affluent and HNI clients. The role involves acquiring new clients, building and managing client relationships, driving Assets Under Management (AUM) growth, and achieving revenue and business development targets. The candidate will work closely with the leadership team to strengthen the company's client base, expand business opportunities and deliver a high-quality wealth management experience. Candidates with experience in wealth management, private banking, mutual fund distribution, investment advisory or other financial services businesses will be preferred. Job Responsibilities 1. Sales, Business Development & Client Relationship Management
• Drive new client acquisition and achieve assigned sales, revenue and AUM targets through prospecting, referrals, networking and relationship-led sales.
• Identify, engage and onboard prospective clients, building a robust sales pipeline and converting leads into active client relationships.
• Develop and execute sales strategies to expand the company's presence among affluent, HNI and UHNI client segments.
• Build and maintain strong client relationships to drive retention, referrals, cross-selling and additional business opportunities.




• Understand client financial objectives and investment preferences to facilitate relevant product discussions in coordination with internal investment and advisory teams.
• Track sales performance, conversion ratios and pipeline progress to ensure consistent target achievement.
• Maintain regular engagement with prospects and existing clients, ensuring timely follow-ups and a high standard of client servicing. 2. Investment Products & Financial Services
• Develop a working understanding of financial products, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), fixed-income products and other relevant investment solutions.
• Identify suitable opportunities to introduce relevant products and services based on client needs, within the company's advisory and compliance framework.
• Stay informed about financial market developments, industry trends and competing wealth management offerings.
• Communicate product features, investment approaches and associated risks clearly to prospective and existing clients.
• Work with internal teams to prepare client proposals, presentations and investment-related communication. 3. Sales Pipeline & Performance Management
• Maintain accurate records of leads, prospects, client interactions and sales opportunities in the CRM.
• Monitor sales funnels, follow-up schedules, conversion rates and progress against assigned targets.
• Prepare periodic sales reports and provide updates on pipeline status, expected closures and business performance.
• Identify bottlenecks in the sales process and recommend improvements to increase productivity and conversions.
• Ensure timely follow-ups and disciplined execution of the sales process. 4. Client Servicing & Compliance
• Coordinate client onboarding, documentation, KYC and related processes with the relevant internal teams.




• Ensure client interactions, documentation and sales activities adhere to applicable regulatory requirements and company policies.
• Work collaboratively with operations, investment and compliance teams to resolve client queries and ensure a smooth onboarding experience.
• Maintain confidentiality of client information and uphold the company's professional and ethical standards. Job Requirements
• Bachelor's degree in Finance, Commerce, Business Administration, Economics or a related discipline. An MBA or relevant professional certification will be an advantage.
• 5 years of relevant experience in financial services sales, wealth management, private banking, investment distribution or a related field.
• Demonstrated experience in client acquisition, relationship management and achieving sales or revenue targets.
• Strong understanding of financial products, including Mutual Funds, PMS, AIFs, fixed-income instruments, global ETFs and other investment solutions.
• Strong communication, presentation, negotiation and client relationship-building skills.
• Ability to identify business opportunities, build a sales pipeline and convert prospects into clients.
• Enthusiasm, zeal and efficiency, with a strong focus on measurable outcomes and client satisfaction.
• Proficiency in CRM tools, sales reporting and Microsoft Excel.
• High levels of ownership, professionalism, integrity and attention to detail. Preferred Candidate Profile
• Prior experience serving affluent, HNI or UHNI clients.
• An existing professional network or demonstrated ability to generate client referrals.
• Experience working with wealth management firms, banks, investment advisory firms or financial product distributors.
• Ability to work in a target-driven environment and manage multiple client relationships efficiently.

What We Offer
• An opportunity to grow within a wealth management business.
• Exposure to diverse investment products, affluent client relationships and financial services.
• A performance-oriented environment with opportunities for professional development.
• The opportunity to contribute directly to business growth and client acquisition.

📌 Senior Sales Manager (India)
🏢 iVentures Capital
📍 India