Senior Wealth Manager (B2B) (Sales)

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

foster B2B partnerships and attract B2C HNI clients to invest with Guardian

1. Why work at the Guardian? (5 reasons)

1. We believe our people are our greatest assets.
   
2. We are ONLY looking to hire individuals who have integrity, and passion and are looking to be the best.
   
3. 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).
   
4. 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.
   
5. 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.
  

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Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals!