Wealth Manager

Key Responsibilities

Business Development & Sales

- Acquire new customers for portfolios, insurance, mutual funds, FDs, and NCDs (upon launch).

- Achieve monthly and quarterly sales targets across product categories.

- Utilize both personal client networks and company-provided curated leads to generate business.

- Conduct regular field visits to meet prospective and existing clients to deepen relationships.

Client Relationship Management

- Maintain and grow a personal portfolio of high-value customers.

- Provide personalized financial solutions based on customer needs and risk profiles.

- Ensure timely follow-up, query resolution, and high service standards to enhance customer satisfaction.

Branch Mapping & Coordination

- Map all assigned branches within the region to optimize lead utilization and identify cross-selling opportunities.

- Coordinate closely with branch teams to leverage walk-in customers and branch-level campaigns.

- Participate in local marketing activities and customer engagement events.

Compliance & Reporting

- Ensure adherence to all regulatory and internal compliance guidelines.

- Maintain accurate documentation of client interactions, sales pipelines, and closures.

- Submit periodic sales reports and performance updates to the regional manager.

Required Skills & Qualifications

- Bachelor's degree in any discipline (Finance/Marketing preferred).

- 3-5 years of experience in field sales within BFSI (Banking, Financial Services, Insurance) domain preferred.

- Strong experience in selling mutual funds, insurance, FDs, wealth products, etc.

- Must have an existing client base/portfolio with proven relationship management capability.

- Excellent communication, negotiation, and interpersonal skills.

- Self-motivated, target-driven, and comfortable with extensive field work.

- Ability to build long-term client relationships and manage multiple product lines.

- AMFI/IRDA certifications (if applicable) will be an added advantage.

Benefits & Compensation

- Competitive salary based on experience.

- Monthly performance-based incentives across all product lines.

- Travel allowance as per company norms.

- Growth opportunities within a large and expanding financial services organization.

Ideal Candidate Profile

- A proactive relationship builder with strong local market knowledge.

- Someone who thrives in field sales and enjoys meeting clients face-to-face.

- A professional with strong product knowledge and the ability to cross-sell effectively.

- A self-starter with an entrepreneurial mindset who can maintain and expand their own client portfolio.