Sr Wealth Manager (Business Development)

Key Responsibilities:

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