(25/09/2025) Sr Wealth Manager
1 day ago
Key Responsibilities Business Development Sales Strategy Develop and implement effective strategies to acquire new clients and expand existing accounts Drive penetration in target markets to meet and exceed sales and revenue goals Generate business across financial fitness products including Goal Planning Budgeting Taxation Loan Management Insurance Planning Investment Planning and Estate Planning Revenue Generation Analytics Take ownership of branch-level revenue targets and consistently drive performance Analyze sales data lead conversion rates product performance and client behaviour to identify opportunities and improve productivity Prepare and review regular performance reports dashboards and business forecasts for management review Wealth Management Offer customized financial solutions to HNI and retail clients based on their investment goals and risk profiles Guide clients through investment insurance and wealth protection planning Client Relationship Management Establish and nurture strong relationships with existing and potential clients to ensure retention and satisfaction Uphold delivery standards and resolve client queries efficiently Team Leadership Development Lead train and motivate the in-house sales team and channel partners to drive high performance Oversee recruitment onboarding goal setting and performance management of team members Foster a culture of accountability collaboration and continuous improvement Lead Generation Channel Management As a Branch Manager lead and oversee branch-level lead generation initiatives through tele-calling referral networks local marketing activities and strategic partnerships Ensure proper tracking follow-up and conversion of leads to meet branch sales targets Operations Compliance Ensure seamless day-to-day operations of the branch in compliance with internal policies and external regulations Build Monitor sales pipelines campaign results and team activities to ensure alignment with business objectives Qualification Skills 7 years of leadership experience in Financial Services Wealth Management or BFSI Sales Strong experience in generating revenue driving analytics and making data-driven decisions Proven ability to manage sales teams and scale business operations Sound knowledge of financial products compliance norms and client lifecycle management Excellent communication analytical and people-management skills A CFP certification would be a definite advantage alternatively should have a NISM XA - XB qualification or be willing to work towards the same
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