Location : Bangalore - Mittal Tower
About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts.
Key Responsibilities - Seeking a highly motivated and experienced professional to join our Fixed Income sales team as a Senior Sales Manager – Bonds . The candidate will be responsible for driving bond sales Primary & Secondary across institutional and high-net-worth (HNW) clients, expanding market reach, and contributing to the firm’s fixed income strategy.
Candidate Profile 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC. - Proven track record in managing and growing AUM of INR 50 Cr or more. - Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments. - Excellent client acquisition, relationship-building, and communication skills. -
Certifications like NISM VA / NISM XA+XB / CFP (preferred). -
Bachelor's or master's degree in finance , Commerce, Economics, or a related field. What We Offer - Competitive fixed compensation + performance-linked incentives. - Fast-track career growth opportunities. - Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms. - Supportive leadership and collaborative work environment
Key Responsibilities :
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