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
We’re Hiring – Relationship Managers (Wealth Products | MF / PMS / AIF) for the Mumbai Location, Dalmia Wealth Pvt. Ltd., a fast-growing third-party wealth distribution house, is expanding its footprint in Mumbai. We’re looking for Relationship Managers with 3–5 years of experience in Mutual Funds, PMS, AIF, or Wealth Management, who are passionate about building long-term client relationships and scaling their own book. ✅ Strong understanding of investment products & asset allocation ✅ Experience in handling HNI / UHNI clients and delivering tailored solutions ✅ Preferably already managing a client base or active book of business ✅ Excellent communication, relationship-building, and advisory skills ✅ Self-driven, entrepreneurial mindset, and goal-oriented If you’re ready to grow with a professional, performance-driven wealth platform offering strong product support and AMC tie-ups, we’d love to connect. #WealthManagement #HiringNow #MutualFunds #PMS #AIF #FinancialAdvisors
Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and corporate clients across Mutual Funds, PMS, AIFs, Bonds & Structured Products . If you have: · 3–5 years’ experience in Wealth / MF / PMS / AIF sales. · An active client network or AUM book. · Strong communication & advisory skills Then this role is built for you! We offer: · Competitive fixed + attractive revenue-based incentives. · Access to top AMCs, PMS & AIFs. · CRM, back-office & marketing support. · Freedom to grow your own client base within a fast-scaling platform. Apply now: Or DM us your profile + current AUM details.
Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and corporate clients across Mutual Funds, PMS, AIFs, Bonds & Structured Products . If you have: · 3–5 years’ experience in Wealth / MF / PMS / AIF sales. · An active client network or AUM book. · Strong communication & advisory skills Then this role is built for you! We offer: · Competitive fixed + attractive revenue-based incentives. · Access to top AMCs, PMS & AIFs. · CRM, back-office & marketing support. · Freedom to grow your own client base within a fast-scaling platform. Apply now: Or DM us your profile + current AUM details.
Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and corporate clients across Mutual Funds, PMS, AIFs, Bonds & Structured Products . If you have: · Minimum 3–5 years’ experience in Wealth / MF / PMS / AIF sales. · An active client network or AUM book. · Strong communication & advisory skills Then this role is built for you! We offer: · Competitive fixed + attractive revenue-based incentives. · Access to top AMCs, PMS & AIFs. · CRM, back-office & marketing support. Apply now: Or DM us your profile
Dalmia Wealth Pvt. Ltd. is one of the largest boutique wealth management companies in India with strong values, ethical practices, and employee and client-centric. Role Overview We are seeking a dynamic and results-driven Team Lead to manage a team of Relationship Managers (RMs) and drive conversions from qualified leads into active investing clients. This role requires strong leadership, deep understanding of wealth products, primarily mutual funds, and the ability to build a high-performance culture focused on AUM growth. Key Responsibilities Lead, mentor, and motivate a team of 5–15 Relationship Managers . Monitor RM calls, guide them on client objections, and improve sales effectiveness. Ensure discipline in CRM updates, pipeline hygiene, and follow-up processes. Regular performance reviews and achievement of sales targets. Sales & Conversion Management Drive the team to achieve monthly targets across SIP registrations, lump-sum investments, and AUM addition . Track lead-to-client conversion ratios , follow-up adherence, and closure timelines. Support RMs during high-value or complex client conversations. Build a predictable and repeatable sales engine. Process & Performance Oversee proper qualification of leads and allocation to team members based on skill and capacity. Implement best practices for client profiling, goal-based selling, and need analysis. Ensure adherence to SEBI/AMFI guidelines and compliance standards. Provide weekly performance MIS to management (calls, meetings, conversions, SIP book added, AUM growth). Client Relationship Oversight Handle escalations and ensure premium client experience. Ensure proper onboarding, KYC completion, and documentation via operations. Identify opportunities for cross-selling wealth products (PMS, AIF, Insurance). Required Skills & Qualifications 4–8 years of experience in Mutual Funds / Wealth Management / BFSI sales. Minimum 2 years of experience in managing a sales team. Must have strong understanding of Mutual Fund products, asset classes, risk profiling, and SIP strategy . NISM V-A certification is preferred. Excellent communication, leadership, and coaching ability. Strong analytical skills to track numbers and improve funnel metrics. High ownership, discipline, ethical, and team accountability mindset. Key Performance Indicators (KPIs) Team SIP book added monthly Team AUM growth (monthly & quarterly) Overall conversion ratio of the team Active follow-ups & CRM compliance Training effectiveness (improvement in RM productivity) Compensation Competitive fixed salary Team-based incentives linked to Client conversions, SIP book & AUM growth Leadership development opportunities Fast-track path to Sales Manager / Business Head roles Why Join Us? Lead a high-energy team in a fast-growing wealth firm Opportunity to shape systems, processes, and culture Exposure to advanced wealth products and leadership training Direct influence on revenue and firm growth
About the Company Dalmia Wealth Pvt. Ltd. is one of the largest mutual fund distribution companies in India. Role Overview We are looking for a proactive and confident Relationship Manager to handle incoming leads, build strong client relationships, and convert prospects into long-term investors. The ideal candidate must have excellent communication skills, strong investor awareness, and a genuine passion for financial markets and wealth creation. Key Responsibilities · Call and qualify inbound leads generated through marketing campaigns, referrals, and digital channels. · Understand clients’ financial goals (risk profile, time horizon, tax needs) and recommend suitable Mutual Fund products , other wealth products. · Convert prospects into active investors by building trust and offering clear, goal-based investment advice. · Follow a structured sales process — contacting, explaining, convincing, closing, and onboarding. · Maintain and update CRM with call logs, follow-ups, and client requirements. · Drive monthly sales targets, including SIP registrations, lump-sum investments, and AUM growth. · Provide post-sales service, ensuring high client satisfaction and repeat investments. · Coordinate with the operations team for seamless account opening, KYC, and transaction processing. · Stay updated with the latest AMFI, SEBI, and market developments to deliver informed recommendations. Required Skills & Qualifications · Minimum 1–3 years of experience in Mutual Funds / BFSI sales. · NISM V-A (Mutual Fund Distributor Certification) is preferred or must be completed within 1 month of joining. · Strong ability to explain financial concepts in simple language. · Excellent communication & persuasion skills . · High ownership, discipline, and follow-up ability. · Comfortable with targets and incentive-based roles . Performance Indicators (KPIs) · New Clients onboarded · Monthly SIP book added · AUM growth · Lead-to-client conversion ratio · Client satisfaction & retention · Timeliness of follow-ups and CRM updates Compensation · Fixed Salary: As per industry standards · Incentives: Attractive performance-linked incentives based on SIP & AUM growth · Other Benefits: Training + growth opportunities in wealth management Why Join Us? · Work directly with a fast-growing wealth-management firm · Excellent learning in financial advisory, MF products, and market insights · Clear career progression into Senior RM / Team Lead roles