Wealth Manager

Key Responsibilities

Business Development & Sales

• Acquire new customers for portfolios, insurance, mutual funds, FDs, and NCDs (upon launch).
• Achieve monthly and quarterly sales targets across product categories.
• Utilize both personal client networks and company-provided curated leads to generate business.
• Conduct regular field visits to meet prospective and existing clients to deepen relationships.

Client Relationship Management

• Maintain and grow a personal portfolio of high-value customers.
• Provide personalized financial solutions based on customer needs and risk profiles.
• Ensure timely follow-up, query resolution, and high service standards to enhance customer satisfaction.

Branch Mapping & Coordination

• Map all assigned branches within the region to optimize lead utilization and identify cross-selling opportunities.
• Coordinate closely with branch teams to leverage walk-in customers and branch-level campaigns.
• Participate in local marketing activities and customer engagement events.

Compliance & Reporting

• Ensure adherence to all regulatory and internal compliance guidelines.
• Maintain accurate documentation of client interactions, sales pipelines, and closures.
• Submit periodic sales reports and performance updates to the regional manager.

Required Skills & Qualifications

• Bachelor’s degree in any discipline (Finance/Marketing preferred).

• 3–5 years of experience

   in field sales within BFSI (Banking, Financial Services, Insurance) domain preferred.
• Strong experience in selling mutual funds, insurance, FDs, wealth products, etc.

• Must have an existing client base/portfolio

   with proven relationship management capability.
• Excellent communication, negotiation, and interpersonal skills.
• Self-motivated, target-driven, and comfortable with extensive field work.
• Ability to build long-term client relationships and manage multiple product lines.
• AMFI/IRDA certifications (if applicable) will be an added advantage.

Benefits & Compensation

• Competitive salary based on experience.

• Monthly performance-based incentives

   across all product lines.
• Travel allowance as per company norms.
• Growth opportunities within a large and expanding financial services organization.

Ideal Candidate Profile

• A proactive relationship builder with strong local market knowledge.
• Someone who thrives in field sales and enjoys meeting clients face-to-face.
• A professional with strong product knowledge and the ability to cross-sell effectively.

A self-starter with an entrepreneurial mindset who can maintain and expand their own client portfolio.