Sr Wealth Manager (Business Development)

Key Responsibilities:

Business Development
& Sales Strategy

·       Develop
and implement effective strategies to acquire new clients and expand existing
accounts.

·       Drive
penetration in target markets to meet and exceed sales and revenue goals.

·       Generate
business across financial fitness products, including Goal Planning,
Budgeting & Taxation, Loan Management, Insurance Planning, Investment
Planning, and Estate Planning.

Revenue Generation
& Analytics

·       Take
ownership of branch-level revenue targets and consistently drive performance.

·       Analyze
sales data, lead conversion rates, product performance, and client behaviour
to identify opportunities and improve productivity.

·       Prepare
and review regular performance reports, dashboards, and business forecasts
for management review.

Wealth Management

·       Offer
customized financial solutions to HNI and retail clients based on their
investment goals and risk profiles.

·       Guide
clients through investment, insurance, and wealth protection planning.

Client
Relationship Management

·       Establish
and nurture strong relationships with existing and potential clients to
ensure retention and satisfaction.

·       Uphold
delivery standards and resolve client queries efficiently.

Team
Leadership & Development

·       Lead,
train, and motivate the in-house sales team and channel partners to drive
high performance.

·       Oversee
recruitment, onboarding, goal setting, and performance management of team
members.

·       Foster
a culture of accountability, collaboration, and continuous improvement.

Lead Generation &
Channel Management

·       As
a Branch Manager, lead and oversee branch-level lead generation initiatives
through tele-calling, referral networks, local marketing activities, and
strategic partnerships.

·       Ensure
proper tracking, follow-up, and conversion of leads to meet branch sales
targets.

Operations &
Compliance

·       Ensure
seamless day-to-day operations of the branch in compliance with internal
policies and external regulations.

·       Build
& Monitor sales pipelines, campaign results, and team activities to
ensure alignment with business objectives.

Qualification & Skills: 

·       7
years of leadership experience in Financial Services,
Wealth Management, or BFSI Sales.

·       Strong
experience in generating revenue,
driving analytics, and making
data-driven decisions.

·       Proven
ability to manage sales teams and scale business operations.

·       Sound
knowledge of financial products, compliance norms, and client lifecycle
management.

·       Excellent
communication, analytical, and people-management skills.

·       A CFP certification would be a definite
advantage, alternatively should have a NISM XA – XB qualification or be willing
to work towards the same