Position Overview: Opportunity to learn from one of India's fastest-growing Financial Product Distribution Companies, Dalmia Wealth Pvt Ltd. As a Team Lead, you will play a pivotal role in managing and expanding the company's client base while ensuring the delivery of exceptional financial solutions to clients. This role involves strategizing to drive sales of mutual funds and other financial products, leading a team of relationship managers, and maintaining strong client relationships to foster long-term trust and business growth. Key Responsibilities: 1. Client Relationship Management: Develop and maintain long-term relationships with existing and prospective clients. Act as the primary point of contact for all client inquiries, concerns, and service needs. Conduct regular portfolio reviews to ensure alignment with clients' financial goals. 2. Team Leadership Lead, mentor, and manage a team of relationship managers, ensuring they achieve individual and team targets. Provide training and development support to enhance the team's technical and sales skills. Monitor team performance and provide constructive feedback to ensure continuous improvement. 3. Sales and Business Development: Identify and onboard new clients through networking, referrals, and proactive outreach. Promote mutual fund products and services, tailoring solutions to meet client-specific needs. Achieve individual and team sales targets. 4. Financial Advisory: Assess client's financial goals, risk appetite, and investment horizon. Recommend suitable mutual fund schemes based on research and market trends. Guide diversification, SIPs, tax-saving funds, and other financial strategies. 5. Market Research and Updates: Stay updated on financial market trends, mutual fund products, and regulatory changes. Share insights and updates with clients to help them make informed decisions. 6. Compliance and Reporting: Ensure adherence to all regulatory guidelines and compliance requirements in mutual fund distribution. Maintain accurate records of client interactions, transactions, and documentation. Prepare periodic performance reports for internal and client review. Key Skills and Competencies: Excellent interpersonal and communication skills and team handling ability. Strong understanding of mutual funds, financial markets, and investment strategies. Proven sales and negotiation skills. Ability to analyze client needs and recommend suitable products. Should have good knowledge of data analytics and reporting. Qualification: Graduate/master's in commerce/finance/business administration (CFP preferred). Experience: Experience in financial services, wealth management, or mutual fund distribution. Certifications: ARN Code holder is preferred Eligibility Criteria: CFP or ARN Holder or Min 7 years' Work Experience in Financial Product Sales
Position Overview: Opportunity to learn from one of India&aposs fastest-growing Financial Product Distribution Companies, Dalmia Wealth Pvt Ltd. As a Team Lead, you will play a pivotal role in managing and expanding the company&aposs client base while ensuring the delivery of exceptional financial solutions to clients. This role involves strategizing to drive sales of mutual funds and other financial products, leading a team of relationship managers, and maintaining strong client relationships to foster long-term trust and business growth. Key Responsibilities: 1. Client Relationship Management: Develop and maintain long-term relationships with existing and prospective clients. Act as the primary point of contact for all client inquiries, concerns, and service needs. Conduct regular portfolio reviews to ensure alignment with clients' financial goals. 2. Team Leadership Lead, mentor, and manage a team of relationship managers, ensuring they achieve individual and team targets. Provide training and development support to enhance the team&aposs technical and sales skills. Monitor team performance and provide constructive feedback to ensure continuous improvement. 3. Sales and Business Development: Identify and onboard new clients through networking, referrals, and proactive outreach. Promote mutual fund products and services, tailoring solutions to meet client-specific needs. Achieve individual and team sales targets. 4. Financial Advisory: Assess client&aposs financial goals, risk appetite, and investment horizon. Recommend suitable mutual fund schemes based on research and market trends. Guide diversification, SIPs, tax-saving funds, and other financial strategies. 5. Market Research and Updates: Stay updated on financial market trends, mutual fund products, and regulatory changes. Share insights and updates with clients to help them make informed decisions. 6. Compliance and Reporting: Ensure adherence to all regulatory guidelines and compliance requirements in mutual fund distribution. Maintain accurate records of client interactions, transactions, and documentation. Prepare periodic performance reports for internal and client review. Key Skills and Competencies: ? Excellent interpersonal and communication skills and team handling ability. Strong understanding of mutual funds, financial markets, and investment strategies. Proven sales and negotiation skills. Ability to analyze client needs and recommend suitable products. Should have good knowledge of data analytics and reporting. Qualification: Graduate/master&aposs in commerce/finance/business administration (CFP preferred). Experience: Experience in financial services, wealth management, or mutual fund distribution. Certifications: ARN Code holder is preferred Eligibility Criteria: CFP or ARN Holder or Min 7 years' Work Experience in Financial Product Sales Show more Show less
Job description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills, business development expertise, and the ability to deliver customized financial solutions to high-net-worth clients. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions. Build and maintain long-term client relationships, ensuring high levels of trust and satisfaction. Conduct regular portfolio reviews and rebalancing based on market trends and client objectives. Investment Strategy & Portfolio Management: Develop, implement, and monitor comprehensive wealth management strategies aligned with client goals. Stay updated with financial market trends, regulatory changes, and investment products. Offer guidance on asset allocation, tax optimization, estate planning, and risk management. Business Development & Revenue Generation: Identify new business opportunities, acquire new clients, and expand the company's market share. Develop strong referral networks through partnerships, events, and client recommendations. Work towards achieving revenue and AUM (Assets Under Management) targets. Compliance & Risk Management: Ensure strict compliance with SEBI regulations, RBI guidelines, and company policies. Conduct due diligence and risk assessments for clients, investment portfolios. Maintain accurate client records, KYC compliance, and periodic financial reviews. Team Collaboration & Leadership: Work closely with research analysts, investment teams, and other departments to deliver superior client solutions. Mentor and support junior wealth managers in developing their skills and expertise. Key Qualifications & Skills: 10-15 years of experience in wealth management, Investment Banking, or financial advisory. Strong knowledge of investment products, mutual funds, alternative investments, insurance, tax planning, and estate planning. Excellent networking and business development skills with a proven track record in client acquisition. Proficiency in financial tools, CRM platforms, and Excel-based financial modeling. Exceptional communication, interpersonal, and presentation skills. Compensation & Benefits: Competitive fixed salary + performance-based incentives. Comprehensive benefits package (health insurance, retirement plans, etc.). Opportunities for career growth and leadership roles Role: Sales Manager Industry Type: Wealth Management Employment Type: Full Time, Permanent Education Graduate, CFP, CFA, MBA