Sales Manager

Job Profile – Sales Manager / Senior Sales Manager

About Wealocity:

Wealocity is a wealth management and investment advisory platform focused on helping clients manage and grow their wealth through a range of investment solutions including Mutual Funds, PMS, AIFs, Direct Equity, REITs/InvITs, Insurance and International Investments.

We are looking for motivated professionals who can build strong client relationships and contribute to the growth of our wealth management business.

Sales Manager – Wealth Management

Role Objective: To acquire new clients, develop existing relationships and grow the firm's Assets Under Management (AUM) and revenue by understanding client requirements and providing appropriate investment solutions.

Key Responsibilities:

Client Acquisition

• Identify and develop prospective clients through personal networks, references, professional networks and other channels.
• Generate and manage a healthy pipeline of prospective clients.
• Conduct meetings with prospective clients to understand their financial objectives, investment preferences and risk profile.
• Convert prospects into long-term clients of Wealocity.

Relationship Management

• Develop and maintain strong relationships with clients.
• Understand changing client requirements and identify suitable investment opportunities.
• Coordinate with the investment/product research and operations teams to ensure smooth execution.
• Conduct regular client reviews and ensure timely follow-up on recommendations.

AUM & Revenue Growth

• Mobilise fresh AUM across Mutual Funds, PMS, AIF, Direct Equity, REITs/InvITs, Insurance and other approved products.
• Increase the share of wallet of existing clients through appropriate cross-selling and additional investments.
• Generate sustainable recurring revenue for the firm through quality client acquisition and asset mobilisation.
• Focus on long-term AUM and revenue rather than one-time transactions.

Product Knowledge

• Develop a strong understanding of the investment products offered by Wealocity.
• Keep abreast of market developments and product performance.
• Work closely with the research team to understand recommended products and communicate their investment rationale to clients.

Client Onboarding

• Coordinate with the operations team to ensure timely and accurate onboarding of new clients.
• Ensure that all required documentation and information are collected.
• Follow through until the client's investments are successfully executed and reflected on the platform.

Desired Experience:

• 3–7 years of experience in wealth management, financial services, mutual funds, PMS, AIF, private banking, broking or related areas.
• Existing HNI/UHNI client relationships would be an advantage.
• Experience in client acquisition and AUM mobilisation preferred.
• Skills RequiredStrong communication and interpersonal skills
• Client relationship management
• Business development
• Investment product understanding
• Negotiation and influencing skills
• Strong follow-up and execution ability
• Good financial and analytical understanding
• Professional presentation skills
• Ability to work independently and as part of a team