About the Role
We are looking for a dynamic and result-driven Sales Head to lead our Wealth Management business. The ideal candidate will be responsible for driving revenue growth, leading and mentoring the Relationship Management team, expanding the client base, and strengthening our market presence. The role requires strong expertise in Mutual Funds (mandatory), PMS, and AIF products, along with a proven track record in sales leadership, business development, and client acquisition.
Key Responsibilities
Develop and implement sales strategies to achieve business growth and revenue targets.
Lead, mentor, and motivate a team of Relationship Managers to maximize performance and productivity.
Drive acquisition of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients.
Build and maintain long-term client relationships by understanding their financial goals and investment needs.
Provide strategic investment solutions across Mutual Funds, PMS, AIF, Fixed Income, and other wealth management products.
Monitor sales performance, business pipeline, and key performance metrics to ensure target achievement.
Conduct portfolio reviews and support the team in client servicing, retention, and relationship management.
Identify new business opportunities through networking, referrals, partnerships, and market intelligence.
Collaborate with Product, Operations, Research, and Compliance teams to deliver an exceptional client experience.
Ensure adherence to regulatory requirements, internal policies, and compliance standards.
Stay updated on market trends, investment products, and industry developments.
Qualifications & Experience
Graduate/Postgraduate in Finance, Commerce, Business Administration, or a related discipline.
5–10 years of experience in Wealth Management, Financial Services, or Asset Management.
Minimum 3–5 years of experience in leading a sales team within the wealth management industry.
Strong knowledge of Mutual Funds (mandatory), PMS, AIF, Fixed Income, and other investment products.
Demonstrated success in achieving sales and revenue targets.
Existing network of HNI/UHNI clients will be an added advantage.
NISM Certification preferred.
Professional certifications such as CFA, CFP, or CWM will be preferred.
Excellent leadership, communication, negotiation, and relationship management skills.
Strong business acumen with a strategic and result-oriented approach.
What We Offer
Leadership role with significant growth opportunities.
Competitive compensation with attractive performance-linked incentives.
Opportunity to work with a fast-growing wealth management firm.
Collaborative and entrepreneurial work environment.
Continuous learning, leadership development, and career advancement opportunities.
Employment Details
Role: Sales Head – Wealth Management
Pay: ₹50,000.00 - ₹100,000.00 per month
Work Location: In person
