About Guardian 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 Wealth Sales – Senior Manager 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) We believe our people are our greatest assets. We are ONLY looking to hire individuals who have integrity, and passion and are looking to be the best. The company is currently in its growth phase, presenting numerous career advancement opportunities for the right candidates. Additionally, we offer Employee Stock Ownership Plans (ESOPs). We offer continuous professional development, opportunities for internal advancement, and a culture that values work-life balance. We aim to ensure that you feel valued, motivated, and equipped to grow with us. We want to make the greatest difference in the quality of life for the families that have trusted us with their savings. 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. 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!
Role: Telesales Executive Location: Hyderabad Salary Range: 3-5 LPA Experience: 1-4 years We are seeking a highly articulate and persuasive Telecaller Sales Executive with prior experience in International Call Centers . The ideal candidate must be fluent in English, possess a strong vocabulary, have excellent communication skills, and demonstrate a proven ability to effectively sell products or services over the phone. Why Work at Guardian Capital? We believe our people are our greatest assets. We are looking to hire individuals with integrity, creativity, and a passion for excellence. Being in a growth phase, we offer accelerated career growth and ESOPs for the right talent. We ensure every role is meaningful and fulfillingbecause work should be exciting. We strive to make a difference in the lives of the families who trust us with their wealth. About Guardian Capital Guardian Capital is an elite Wealth and Asset Management firm based in Hyderabad. We serve high-net-worth individuals and family offices with services spanning Investment Advisory, Taxation, Financial Planning, Legal Advisory—customised to each client’s needs. Recognized by CNBC-TV18 as “India’s Best Investment Advisory Firm” , we are redefining the way wealth is managed. Pillar 1: Lead Engagement & Communication Make a minimum of 80–100 outbound cold calls per day to potential customers. Deliver clear, confident, and compelling pitches in English. Present product/service information in a clear, persuasive, and professional manner. Pillar 2: Sales Conversion Understand customer needs and tailor solutions accordingly Handle objections effectively and close sales over the phone. Aim to schedule at least 5-8 meetings per day for the sales team or self-closure. Pillar 3: Follow-ups & Relationship Management Conduct timely follow-ups with warm leads and interested prospects. Maintain customer relationships to encourage repeat business and referrals. Ensure an excellent customer experience during every interaction. Pillar 4: Reporting & CRM Updates Keep track of all calls, meetings, and outcomes in the system. Share daily updates and performance reports with your team leader. Who Should Apply Minimum 1 year of experience in International Call Centers or outbound sales calling or any financial institution Basic knowledge of Finance (B.com, MBA) Exceptional spoken English – fluent, articulate, and with a well-developed vocabulary. Strong persuasion and negotiation abilities. Proficiency in the Telugu language is a significant advantage. Ability to work independently and under pressure to achieve targets.
About the job: We are seeking a highly articulate and persuasive Business Development Manager - Inside Sales with prior experience in Call Centers. The ideal candidate must be fluent in English, possess a strong vocabulary, have excellent communication skills, and demonstrate a proven ability to effectively sell products or services over the phone. About Guardian Capital: Guardian Capital is an elite Wealth and Asset Management firm based in Hyderabad. We serve high-net-worth individuals and family offices with services spanning Investment Advisory, Taxation, Financial Planning, Legal Advisory customised to each client's needs. Recognized by CNBC-TV18 as 'India's Best Investment Advisory Firm', we are redefining the way wealth is managed. Key responsibilities: 1. Lead Engagement & Communication Make a minimum of 80-100 outbound cold calls per day to potential customers. Deliver clear, confident, and compelling pitches in English. Present product/service information in a clear, persuasive, and professional manner. 2. Sales Conversion Understand customer needs and tailor solutions accordingly Handle objections effectively and close sales over the phone. Aim to schedule at least 5-8 meetings per day for the sales team or self-closure. 3. Follow-ups & Relationship Management Conduct timely follow-ups with warm leads and interested prospects. Maintain customer relationships to encourage repeat business and referrals. Ensure an excellent customer experience during every interaction. 4. Reporting & CRM Updates Keep track of all calls, meetings, and outcomes in the system. Share daily updates and performance reports with your team leader. Why Work at Guardian Capital? 1. We believe our people are our greatest assets. 2. We are looking to hire individuals with integrity, creativity, and a passion for excellence. 3. Being in a growth phase, we offer accelerated career growth and ESOPs for the right talent. 4. We ensure every role is meaningful and fulfilling because work should be exciting. 5. We strive to make a difference in the lives of the families who trust us with their wealth. Who should apply: Minimum 1 year of experience in International Call Centers or outbound sales calling or any financial institution Basic knowledge of Finance (B.com, MBA) Exceptional spoken English - fluent, articulate, and with a well-developed vocabulary. Strong persuasion and negotiation abilities. Proficiency in the Telugu language is a significant advantage. Ability to work independently and under pressure to achieve targets. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 - 6,00,000 /year Experience: 1 year(s) Deadline: 2025-10-11 23:59:59 Other perks: 5 days a week, Health Insurance Skills required: Negotiation, English Proficiency (Spoken), Sales and Effective Communication About Company: 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.
Role: Head, Finance & Compliance (CA) Location: Jubilee Hills, Hyderabad Mode: Work from Office (5 days a week) CTC: 12 tp 18 LPA Bond: 1 Year At Guardian Capital, were redefining what wealth management means. Recognized by CNBC-TV18 as The Best Investment Advisory Firm across India, we bring elite wealth and asset management, financial planning, and taxation services all under one roof. We dont just manage money; we help families build lasting financial freedom. About the Role: As Head of Finance, Compliance & Analytics (FC&A), youll be the financial backbone of our fast-growing organization. Youll lead all finance, accounting, taxation, and regulatory compliance initiatives while providing insights that shape Guardians strategic direction. This is not just a role its an opportunity to build and scale alongside a passionate leadership team in one of the most exciting growth phases of our journey. Responsibilities Pillar 1: Accounting & Finance Maintain accurate and up-to-date financial records. Prepare monthly and annual financial statements. Communicate performance insights to key stakeholders. Oversee payroll, accounts receivable, and other operational processes. Ensure timely filing of GST, TDS, and PT returns. Manage annual MCA/ROC compliances for group companies. Pillar 2: Compliance with SEBI & Companies Act Interpret SEBI circulars and ensure adherence to all regulations. Guide management and teams on compliance requirements. Ensure timely submission of SEBI reports. Pillar 3: Income Tax Filing Apply thorough understanding of the Income Tax Act and regulations. Compute and file tax returns for individuals, HUFs, trusts, companies, and partnerships. Handle and respond to notices from the Income Tax Department. File taxes for company's clients and provide tax cionsultancy. Ideal Candidate: Chartered Accountant (CA) mandatory Minimum 1-3 years of post-qualification experience Proficient in Tally and Excel Strong understanding of accounting procedures and the Income Tax Act Driven, detail-oriented, and passionate about financial excellence Proficinet in Income tax computations, inculding advance tax and capital gains. CA Freshers who have worked on direct & indirect taxation in their articleship can also apply. Why work at Guardian? We believe our people are our greatest assets. We hire only those driven by integrity, passion, and excellence. Were in an exciting growth phase — offering rapid career acceleration and ESOP opportunities. We ensure every role is meaningful and fulfilling. We aim to make a real difference in the lives of families who trust us with their savings.