Wealth Manager

Wealth Manager – Partner Acquisition & Direct Sales

Company: RichHarbor

Location: Delhi NCR – Work from Office

Department: Sales & Business Development

Experience: 2–6 years

Employment Type: Full-time

Salary: Competitive – As per experience, with performance-based incentives

About RichHarborRichHarbor is building a technology-enabled financial products and wealth distribution platform, bringing multiple financial products and opportunities under one roof.

Our offerings include unlisted shares, pre-IPO opportunities, insurance and lending solutions. We aim to empower customers and financial distribution partners through a single platform, competitive offerings, technology and dedicated business support.

We are looking for ambitious and result-oriented Wealth Managers who can drive both partner acquisition and direct customer sales.

Key Responsibilities

1. Partner Acquisition & Business Development

• Identify and onboard financial distribution partners, including wealth managers, financial advisors, insurance agents, CAs, investment professionals and independent financial consultants.
• Develop and manage relationships with bankers, brokers, wealth managers and other potential business associates.
• Build a strong partner network to generate consistent business opportunities.
• Explain RichHarbor's product offerings, partner benefits, dashboard and payout structure.
• Activate newly onboarded partners and help them generate their first business.
• Maintain regular engagement with partners to increase productivity and business volumes.

2. Direct Sales & Client Acquisition

• Identify and acquire HNIs, affluent customers, investors and other potential clients.
• Generate business through personal networking, referrals, field visits, prospecting and company-provided leads.
• Understand client requirements and offer suitable solutions across RichHarbor's product portfolio.
• Build long-term customer relationships and manage the complete sales cycle, from prospecting to closure.
• Drive business in unlisted shares, pre-IPO opportunities, insurance and lending products, subject to product availability and applicable eligibility.

3. Sales Management & Reporting

• Maintain a healthy sales pipeline and ensure timely follow-ups.
• Achieve monthly partner acquisition, activation and direct sales targets.
• Maintain accurate lead, client and partner records in the CRM.
• Coordinate with operations and other internal teams for smooth transaction execution and customer servicing.
• Track business performance and provide regular sales updates to management.
• Candidate Profile2–6 years of experience in wealth management, financial services, banking, broking, insurance distribution or financial product sales.
• Experience in partner acquisition, channel sales, direct sales or relationship management.
• Strong network among financial advisors, wealth managers, bankers, CAs or HNI clients will be an advantage.
• Good understanding of financial products and investment-related services.
• Excellent communication, negotiation and relationship-building skills.
• Target-oriented, proactive and capable of independently developing business.
• Comfortable with client meetings, networking and field visits.
• Proficiency in MS Excel, CRM and basic sales reporting.
• What We OfferOpportunity to work with a growing multi-product financial platform.
• Exposure to wealth management, unlisted shares, insurance and lending businesses.
• Opportunity to build and manage your own partner network.
• Attractive performance-linked incentives.
• Professional working environment and career growth opportunities.
• Opportunity to contribute directly to the company's growth journey.

Who Should Apply?Candidates who enjoy business development, building relationships, acquiring partners and closing sales. We are looking for people with an entrepreneurial mindset, strong ownership and a genuine hunger to grow.

Apply now and become part of the RichHarbor growth journey.