Head of Sales- Wealth and Investment advisory

3 days ago


New Delhi, India VALUETE Full time

Looking for candidates with Sales, client relationship management, investment advisory, Family office or HNI RM experienceIntroducing a Secure High-Yield Lending OpportunityAn exclusive lending product designed to deliver 12–16% annual returns with robust downside protection through asset-backed structures.Risk Management & Security- Overcollateralized Lending: Capital is always protected by collateral worth 2x the loan. - Multisig Custody: Collateral is secured in multi-signature wallets, ensuring absolute safety of pledged assets with lenders as part of shared custody - Legal Safeguards: Structured via an LLP with arbitration clauses, making agreements enforceable under Indian contract law.Here's a product video https://www.youtube.com/watch?v=A9reLUtTIcoOur Business Plan:we strongly believe our unique business model will monopolize the crypto lending market 5 years from now ( currently $100 Billion AUM predicted to go to $500B by 2030), owing to our USP’s of full legal clarity ( probably a first in crypto companies ), World’s best bitcoin security model offered by 2-of-3 multi-sig contracts, Network effects of 2-sided Marketplace and Lower rates of borrowing ( as a result of the previous features )Total TAM: $100 Billion, 2-5% capture leads to 200 crore Revenue p.aLocation Preference: RemoteRole DescriptionThis is a part-time remote role for a Sales Head specialising in Wealth and Investment advisory. The Sales Head will lead and oversee wealth and investment sales operations, ensuring the team achieves the assigned sales targets. Day-to-day responsibilities include managing client accounts, developing and executing sales strategies, analyzing market trends, building strong relationships with clients, and mentoring the sales team to maximize performance. Collaboration with cross-functional teams and maintaining high-quality customer service will also be key aspects of this role.Qualifications- Strong Analytical Skills to evaluate market trends, client needs, and financial data for informed decision-making. - Experience in Account Management to maintain and grow client relationships effectively. - Proven expertise in Sales and Sales Management to drive revenue growth and meet sales targets. - Team Management skills to lead, mentor, and motivate sales teams toward achieving organizational goals. - Excellent communication and interpersonal skills. - In-depth knowledge of wealth and investment products and services. - Relevant qualifications in business, finance, or a related field are preferred.



  • New Delhi, India VALUETE Full time

    Looking for candidates with Sales, client relationship management, investment advisory, Family office or HNI RM experienceIntroducing a Secure High-Yield Lending Opportunity An exclusive lending product designed to deliver 12–16% annual returns with robust downside protection through asset-backed structures.Risk Management & Security Overcollateralized...


  • New Delhi, India VALUETE Full time

    Looking for candidates with Sales, client relationship management, investment advisory, Family office or HNI RM experienceIntroducing a Secure High-Yield Lending OpportunityAn exclusive lending product designed to deliver 12–16% annual returns with robust downside protection through asset-backed structures.Risk Management & Security- Overcollateralized...

  • Wealth Manager

    19 hours ago


    New Delhi, India Turtle Wealth Management Private Limited Full time

    Wealth Manager – PMS AdvisoryWe are looking for individual who are looking forward to make value in UHNI Wealth by Turtle Wealth Quant Investing Process.KRA: -To Handle UHNI Portfolio & Relations -To Track there Returns and give than Services. -To Pitch Portfolio Advisory Services to New Leads. -To Give Presentation of Portfolio Advisory Services to...

  • Wealth Manager

    20 hours ago


    New Delhi, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...


  • New Delhi, India 7 HILL SALES RECRUITMENT HEADHUNTER Full time

    DR ASHWANI KUMAR VIJ : have been retained to select : 2 Regional Head / DGM / GM - Wealth Management (Sales and Business Development ) for a growing Financial services and Advisory organisation. Profile Desired : - Marketing a range of financial products and advisory services to potential clients ie mutual funds, Bonds, equity advisory, real estate advisory,...


  • New Delhi, India Nuvama Wealth Full time

    About Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...


  • New Delhi, India Nuvama Wealth Full time

    About Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

  • Senior Wealth Manager

    3 weeks ago


    New Delhi, India Nuvama Wealth Full time

    About Nuvama:Nuvama Wealth Management(formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr.Nuvama Wealth Management(NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

  • Senior Wealth Manager

    2 weeks ago


    New Delhi, India Nuvama Wealth Full time

    About Nuvama:Nuvama Wealth Management(formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr.Nuvama Wealth Management(NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

  • Senior Wealth Manager

    2 weeks ago


    New Delhi, India Nuvama Wealth Full time

    About Nuvama:Nuvama Wealth Management(formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr.Nuvama Wealth Management(NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...