Sales & Marketing Executive

We are seeking a dynamic and target-driven Sales Manager – Wealth to lead client acquisition and business expansion initiatives. The role focuses on acquiring HNI, corporate clients, and B2B channel partners, driving revenue growth through investment solutions, insurance products, and wealth management services. The ideal candidate will combine strong relationship-building skills with proven sales expertise in financial services.

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.

• Strong 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: ₹1.8LPA – ₹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.

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