Job Description - Wealth Sales Manager

Key Roles & Responsibilities

- Client Acquisition : Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios.
- B2B Partnerships : Acquire and manage channel partners to expand the distribution network and increase revenue.
- Business Growth : Achieve acquisition targets and contribute to the overall business development strategy.
- Cross-Selling : Promote a comprehensive suite of products including mutual funds, portfolio management services (PMS), alternate investment funds (AIF), insurance (life, health, motor), and loans .
- Market Research : Perform data mining, lead generation, and profiling to identify potential opportunities.
- Relationship Management : Build and nurture long-term professional relationships with clients and partners.
- Sales Promotions : Plan and execute acquisition campaigns and promotional activities.
- MIS & Reporting : Maintain accurate acquisition records, prepare regular reports, and share insights with senior management.
- Compliance : Ensure adherence to regulatory norms, company policies, and industry standards.

Required Skills & Competencies

- Excellent communication, negotiation, and presentation skills.




- Robust interpersonal and networking abilities.
- Target-oriented with proven business development skills.
- Sound understanding of wealth management products, financial markets, and investment strategies .
- High commercial awareness with problem-solving ability.
- Proficiency in MS Office, CRM tools, and digital business platforms.

Qualifications & Experience

- Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field (MBA preferred).
- 1+ years of proven experience will be preferred in client acquisition, wealth management, or financial services.
- Prior exposure to HNI/corporate client handling and B2B acquisition will be highly advantageous.

Compensation & Benefits

- Salary Package : ₹2 LPA - ₹3 LPA (Fixed + Performance-based Incentives).
- Lucrative incentive structure linked to acquisition targets and revenue generation.
- Additional benefits and allowances as per company policy.
- Career progression opportunities to Senior Acquisition Manager / Business Head roles.

Pay: ₹15,000.00 - ₹25,000.00 per month

Application Question(s): Work Location: In person

📌 WealthB Sales Manager (Dwarka)
🏢 GREEN GAIN FINANCIAL SERVICES
📍 Dwarka