B2B Manager (Sales)

• Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18
  

• We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.
  

Position: B2B Senior Manager (Sales) - Wealth Management

Job Description:

We are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. This role requires an entrepreneurial mindset and a proactive approach to foster B2B partnerships and attract B2C HNI clients to invest with Guardian.

1. Why work at the Guardian? (5 reasons)

Qualifications:

• Ideal candidate will bring an existing book of clients they can engage on behalf of Guardian.
  

• Master’s degree in Business Administration, Finance, or a related field is preferred.
  

• Minimum 3 years of experience in a leading bank or a premier wealth management firm.
  

• Preference will be given to candidates with: NISM Series VA certification, Prior B2B sales experience, Experience in Ultra HNI client engagement, Sales experience in Mutual Funds, PMS, or AIF products.
  

Responsibilities:

Pillar 1: Partner Acquisition and Referrals

• Proactively engage with B2B partners through daily outreach (calls and emails) to introduce Guardian’s wealth management solutions and explore collaboration opportunities.
  

• Schedule and conduct 3–4 in-person meetings per day with potential B2B partners to drive new partnerships and meet acquisition targets.
  

• Generate a minimum of 10 Ultra HNI leads per month through regular engagement with B2B partners.
  

Pillar 2: Lead Generation

• Meet prospective clients from various sources.
  

• Design and execute strategies for business development such as participating in industry events, setting up outreach stalls, hosting seminars for professionals (e.g., doctors), and conducting focused marketing initiatives, investor education programs across companies and generate leads.
  

Pillar 3: Business Development Strategy

• Operate in a performance-driven environment with daily, monthly, and annual input targets across key metrics—calls, meetings, and partnership conversions & output targets like AUM, revenue & clients.
  

Wealth Manager Daily Activities

(est time allocation )

Mode: Work from the office (5 days)

Location: Jubilee Hills, Hyderabad

Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals!