Sr Sales Manager

• Business Development & Revenue Growth
• Drive sales and profitability of the branch through acquisition of new clients and expansion of existing relationships.
• Develop and execute strategies to achieve revenue, AUM (Assets Under Management), and profitability targets.
• Identify new business opportunities in wealth management, investments, insurance, and other financial products.
• Client Relationship Management
• Build and maintain long-term client relationships by providing investment advisory and wealth solutions.
• Ensure delivery of superior customer experience and timely resolution of client queries.
• Act as the key point of escalation for high-net-worth clients.
• Team Leadership & People Management
• Lead, motivate, and manage branch staff including Relationship Managers, Wealth Advisors, and Operations team.
• Set performance goals, monitor productivity, and ensure continuous training & development.
• Foster a culture of high performance, compliance, and client-centricity.
• Operational & Compliance Oversight
• Ensure adherence to company policies, risk management frameworks, and regulatory guidelines.
• Monitor branch operations to ensure efficiency, accuracy, and service quality.
• Maintain ethical standards and compliance in all client engagements.
• Strategic Contribution
• Participate in regional strategy formulation and contribute market insights.
• Represent the branch in corporate initiatives, product launches, and networking events.
• Drive digital adoption and process automation initiatives within the branch.
  

Requirements

Key Requirements:

• Graduate/Postgraduate in Finance, Business Administration, or related field.
• 10–15 years of experience in Banking/Wealth Management/Financial Services with at least 3–5 years in a leadership role.
• Strong knowledge of wealth management products – mutual funds, portfolio management services, insurance, structured products, and alternative investments.
• Proven track record of achieving revenue targets and managing high-net-worth clients.
• Excellent leadership, interpersonal, and communication skills.
• Strong business acumen with analytical and problem-solving ability.
• Knowledge of compliance, risk management, and regulatory framework (SEBI, RBI, IRDAI, AMFI).