About the Role We are looking for a strategic, results-driven, and dynamic Head of Sales to lead and scale our sales team. This individual will be responsible for driving revenue growth, expanding market reach, and ensuring a high-performance sales culture. The ideal candidate is a hands-on leader with a proven track record of leading successful B2B/B2C sales teams, building strong pipelines, and closing large-scale deals. Key Responsibilities Develop and execute a robust sales strategy aligned with overall business goals Lead, mentor, and grow the sales team to exceed revenue targets and KPIs Identify new business opportunities and partnerships to drive market expansion Track performance metrics and generate regular reports on sales forecasting, pipeline health, and conversion rates Build strong relationships with key clients and partners Collaborate with marketing, product, and operations teams to align sales efforts Create streamlined sales workflows and ensure the team follows industry best practices for maximum efficiency. Stay informed on industry trends, market conditions, and competitor activities Requirements Bachelor's degree in Business, Marketing, or related field (MBA preferred) 5+ years of experience in sales, with at least 1-2 years in a senior leadership role Proven success in driving sales growth and leading high-performing teams Excellent communication, negotiation, and presentation skills Strategic thinker with a strong business acumen Ability to work in a fast-paced, entrepreneurial environment Why Join Us? Competitive compensation with performance-based incentives Opportunity to shape the sales strategy and drive significant business impact Collaborative and growth-focused work environment Strong leadership team and supportive culture Show more Show less
Key Responsibilities Provide comprehensive financial planning services including retirement, investment, tax, insurance, and estate planning Conduct in-depth client consultations to understand financial goals, needs, and risk tolerance Prepare and present detailed financial plans and investment strategies tailored to individual clients Monitor client portfolios and provide regular performance reviews and updates Ensure all recommendations comply with relevant laws, regulations, and ethical standards Maintain long-term client relationships through regular communication and proactive service Collaborate with internal teams (investment, research, operations) to deliver holistic solutions Stay updated on financial trends, regulatory changes, and planning tools. Requirements Certified Financial Planner (CFP®) designation is mandatory Bachelor’s degree in finance, Accounting, Economics, or a related field (MBA preferred) 3–7 years of experience in financial planning, wealth management, or advisory services Strong understanding of financial products, tax laws, retirement planning, and investment strategies Excellent interpersonal and communication skills with the ability to simplify complex financial concepts High ethical standards and a client-first mindset Proficiency in financial planning software and CRM tools Show more Show less
Location: Noida Department: Service Relationship Manager Reports to: Branch Manager Experience: 2–5 years Employment Type: Full-Time About the Role We are seeking a dynamic and client-focused Service Relationship Manager to join our growing team. The ideal candidate will be responsible for managing client relationships, understanding their financial needs, and delivering personalized investment solutions. This role requires a deep understanding of financial instruments, market trends, and wealth management strategies. Key Responsibilities: Build and manage strong relationships with high-net-worth individuals (HNIs) and families. Analyse client needs and financial goals to recommend tailored investment strategies. Provide advice on mutual funds, insurance, equities, and other financial products. Monitor portfolio performance and conduct periodic reviews with clients. Stay up to date on financial markets, economic trends, and regulatory changes. Generate new business opportunities through networking, referrals, and partnerships. Ensure compliance with internal policies and industry regulations. Required Skills & Qualifications: · Bachelor's degree in Finance, Economics, Business Administration, or related field (MBA is a plus). · 2–5 years of experience in wealth management, financial advisory, or investment consulting. · Strong understanding of mutual funds, insurance, equities, and portfolio management. · Excellent interpersonal and communication skills. · Strong analytical and problem-solving abilities. · Ability to manage client relationships with trust and integrity. What We Offer Competitive compensation with performance-based incentives Opportunity to work with high-net-worth clients and complex portfolios Supportive and collaborative work environment Ongoing training and professional development Clear career growth path within the advisory practice