Wealth Manager

Key ResponsibilitiesBusiness 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. (ref:iimjobs.com)