Sales manager- Wealth Management

Job Title: Sales manager- Wealth Management

Key Responsibilities

• Generate capital market business through

  referrals, partner networks, and channel development

  .
• Build and manage relationships with

  HNI, retail investors, distributors, and strategic partners

  .
• Identify new business opportunities across equity, mutual funds, bonds, PMS, AIFs, and other permitted capital market products.
• Achieve assigned revenue, acquisition, and activation targets.

Channel Development & Referrals

• Develop and expand

  referral and distribution channels

  (sub-brokers, advisors, corporates, professionals).
• Onboard and manage channel partners as per company and regulatory guidelines.
• Conduct regular engagement, training, and performance reviews for channel partners.

Client Engagement & Information Support

• Provide accurate and compliant

  product information

  to clients (no investment guarantees).
• Assist clients in understanding capital market offerings, processes, and documentation.
• Act as a single point of coordination between clients, operations, and product teams.

Sales & Account Opening

• Support

  demat, trading, mutual fund, and investment account opening

  processes.
• Ensure timely collection of KYC documents and adherence to compliance requirements.
• Coordinate with internal teams to ensure smooth onboarding and activation.

Market Research & Insights

• Conduct

  market research

  on capital market trends, products, competitors, and investor behavior.
• Share insights with management to support product positioning and strategy.
• Track regulatory updates and ensure business practices remain compliant.

Compliance & Governance

• Ensure all activities comply with

  SEBI, exchange, and internal compliance policies

  .
• Maintain proper records, client communication logs, and partner documentation.
• Avoid mis-selling and ensure transparent communication at all times.

Key Skills & Competencies

• Strong understanding of

  capital markets and investment products

  .
• Business development and relationship management skills.
• Channel sales and referral network building experience.
• Client communication and presentation skills.
• Market research and analytical ability.
• High ethical standards and compliance awareness.

Educational Qualifications

• Graduate / Post-graduate in Finance, Commerce, Economics or related field (preferred)
• Certifications such as

  NISM (preferred)

  or equivalent capital market certifications are an advantage.

Experience

• 2 to 5 years of experience in

  capital markets, wealth management, broking, or investment distribution

  .
• Experience in

  channel sales or referral-based business

  preferred.

Compensation & Benefits

• Fixed salary + performance-linked incentives.
• Career growth opportunities in capital markets and wealth management.
• Training and certification support (as per company policy).

Who Should Apply

• Professionals passionate about capital markets and relationship-driven sales.
• Candidates comfortable with client interaction, partner management, and market research.
• Individuals looking for a

  long-term, full-time role

  in financial services.