Wealth Manager

Role Overview

Thisisahigh-impactB2BandHNI’sclientacquisitionandbusinessdevelopmentrole.We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with Companies , UHNIs, and Family Offices

Key Responsibilities

●          Drive professional services sales by targeting Treasury Solutions for Export-Import companies and Wealth Solutions for UHNI and Family Offices.

●          Set up 10+ qualified CXO/UHNI-level meetings per month using LinkedIn, cold calls, references, and webinar leads (Database and support provided).

●          Maintain accurate CRM records in ZOHO for leads, meetings, and pipeline tracking.

●          Create compelling presentations and pitch decks tailored to corporate and UHNI prospects.

●          Support business growth by identifying client needs and positioning IFA’s value-added services.

●          Collaborate with the senior team to strategize entry points and engage clients at promoter/CFO levels.

●          Transition into a Treasury/Wealth Advisor or Managerial Role within 1–2 years based on performance , business generated and leadership quality.

Qualifications & Experience

●          3–5 years of experience in sales. Very proficient in English and the basics of financial concepts.

●          Experience in customer service or relationship management will be preferred. Making calls and setting meetings is an integral part of the role. Some databases will be shared, the rest has to be sourced through references and searches.

●          Proven track record in pre-sales or direct sales, preferably in B2B or high-ticket B2C segments.

●          Excellent communication skills, both verbal and written, with fluency in English.

●          Highly motivated, entrepreneurial mindset, strong relationship management skills.

●          Graduate/Postgraduate from with a specialization in Finance or Dual Specialization MBA.

●          Not suitable for candidates with only back-office or operational profiles or analyst roles.