Sr Wealth Manager (Business Development)
ConfidentialMumbai, India5 days ago
Job descriptionTake 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. 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. Establish and nurture strong relationships with existing and potential clients to ensure retention and satisfaction. Uphold delivery standards and resolve client queries efficiently. 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. 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. 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. 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
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
Wealth Management
Client Relationship Management
Team Leadership & Development
Lead Generation & Channel Management
Operations & Compliance
Qualification & Skills :
Skills Required
Client Relationship Management, Sales Strategy, Channel Management, Team Leadership, Revenue Generation, Analytics, Lead Generation, Wealth Management, Business Development
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Wealth Manager • Mumbai, India
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