Manager - Sales - Banking

About the Opportunity:

We are hiring for a global WealthTech SaaS Platform that serves Family Offices, Wealth Managers, Financial Institutions, and Ultra-High-Net-Worth (UHNW) clients across multiple geographies.

This is a pure hunter role for ambitious sales professionals who enjoy building pipelines, acquiring new clients, and owning the complete sales cycle from prospecting to closure. The role offers exposure to international markets and engagement with senior stakeholders across the wealth management ecosystem.

Key Responsibilities:

- Drive end-to-end B2B sales cycles from prospecting to deal closure.

- Generate and qualify new business opportunities across Wealth Management, Asset Management, Family Offices, Private Banks, and Financial Institutions.

- Conduct discovery calls, product demonstrations, commercial discussions, and contract negotiations.

- Build and manage a strong sales pipeline while maintaining forecast accuracy.

- Engage with senior stakeholders including CFOs, Wealth Advisors, Investment Professionals, and Business Heads.

- Collaborate with Customer Success and Product teams to ensure smooth onboarding and client satisfaction.

- Represent the organization at industry events, networking forums, and client meetings.

Ideal Candidate Profile:

- MBA / BBA in Finance or related discipline.

4-7 years of B2B sales experience in:

1. Wealth Management

2. Asset Management

3. Banking

4. Financial Services

5. Financial Software / FinTech / SaaS

- Strong understanding of investment products, portfolio reporting, and wealth management concepts.

- Experience in new business development and hunting roles.

- Excellent relationship management, stakeholder engagement, and negotiation skills.

- Comfortable working with revenue targets, sales pipelines, and forecast management.