Sr Wealth Manager (Business Development)

KeyResponsibilities

Business Development

& Sales Strategy

·Develop

and implement effective strategies to acquire new clients and expand existing

accounts.

·Drive

penetration in target markets to meet and exceed sales and revenue goals.

·Generate

• business across financial fitness products, including Goal Planning,
• Budgeting & Taxation, Loan Management, Insurance Planning, Investment
• Planning, and Estate Planning.

Revenue Generation

& Analytics

·Take

ownership of branch-level revenue targets and consistently drive performance.

·Analyze

sales data, lead conversion rates, product performance, and client behaviour

to identify opportunities and improve productivity.

·Prepare

and review regular performance reports, dashboards, and business forecasts

for management review.

Wealth Management

·Offer

customized financial solutions to HNI and retail clients based on their

investment goals and risk profiles.

·Guide

clients through investment, insurance, and wealth protection planning.

Client

Relationship Management

·Establish

and nurture strong relationships with existing and potential clients to

ensure retention and satisfaction.

·Uphold

delivery standards and resolve client queries efficiently.

Team

Leadership & Development

• ·Lead,
• train, and motivate the in-house sales team and channel partners to drive
• high performance.

·Oversee

recruitment, onboarding, goal setting, and performance management of team

members.

·Foster

a culture of accountability, collaboration, and continuous improvement.

Lead Generation &

Channel Management

·As

• a Branch Manager, lead and oversee branch-level lead generation initiatives
• through tele-calling, referral networks, local marketing activities, and
• strategic partnerships.

·Ensure

proper tracking, follow-up, and conversion of leads to meet branch sales

targets.

Operations &

Compliance

·Ensure

seamless day-to-day operations of the branch in compliance with internal

policies and external regulations.

·Build

& Monitor sales pipelines, campaign results, and team activities to

ensure alignment with business objectives.

Qualification&Skills

·7

years of leadership experience in Financial Services,

Wealth Management, or BFSI Sales.

·Strong

• experience in generating revenue,
• driving analytics, and making
• data-driven decisions.

·Proven

ability to manage sales teams and scale business operations.

·Sound

knowledge of financial products, compliance norms, and client lifecycle

management.

·Excellent

• communication, analytical, and people-management skills.
• ·A CFP certification would be a definite
• advantage, alternatively should have a NISM XA – XB qualification or be willing
• to work towards the same