Manager - Wealth & HNI Sales (5-9 yrs)

- Leading Wealth Mgt and financial advisory firm requires Relationship Manager - Wealth & Treasury Business - Mumbai

- One of our client a leading wealth mgt and Financial advisory firm based out of Mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia. It has a team of expert professionals with vast experience in FX & Treasury Management.

- They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups.

- We understand the demands and challenges that are unique to each one of them. Throughout these exchanges, It has accumulated a wealth of tacit domain knowledge.

PFB the JD and details-

Role Overview:

- This is a high-impact B2B client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with CXOs, UHNIs, and Family Offices.

- The individual will play a crucial role in expanding Treasury and Wealth Management client base while working closely with top-level management.

- Over 23 years, the candidate will gain deep exposure to FX, derivatives, treasury, corporate finance, and wealth management by participating in high-level meetings.

Key Responsibilities:

- Drive professional services sales by targeting Treasury Solutions for Export-Import companies and Wealth Solutions for UHNI and Family Offices.

- Set up 10+ qualified CXO/UHNI-level meetings per month using LinkedIn, cold calls, references, and webinar leads (Database and support provided).

- Maintain accurate CRM records in ZOHO for leads, meetings, and pipeline tracking.

- Create compelling presentations and pitch decks tailored to corporate and UHNI prospects.

- Support business growth by identifying client needs and positioning IFAs value-added services.

- Collaborate with the senior team to strategize entry points and engage clients at promoter/CFO levels.

- Transition into a Treasury/Wealth Advisor or Managerial Role within 12 years based on performance.

Qualifications & Experience:

- 5- 9 years of experience in sales. Very proficient in English and the basics of financial concepts.

- Experience in customer service or relationship management will be preferred.

- Proven track record in pre-sales or direct sales, preferably in B2B or high-ticket B2C segments.

- Excellent communication skills, both verbal and written, with fluency in English.

- Highly motivated, entrepreneurial mindset, strong relationship management skills.

- Graduate/Postgraduate from with a specialization in Finance or Dual Specialization MBA.

- Not suitable for candidates with only back-office or operational profiles or analyst roles.

What You Will Learn:

- Direct exposure to strategic discussions with CXOs, UHNIs, CFOs, and promoters across industries.

- Advanced financial concepts including Treasury Management, FX Derivatives, Predictive Models, Option Greeks, and Asset Allocation.

- Hands-on coaching from Harvard-educated mentors and weekly financial market training sessions.

- Mastery of presentation skills, negotiation techniques, and life skills for high-level advisory roles.

- Opportunity to build a sustainable client base with long-term revenue-sharing potential

Share the following details

- current fixed CTC and Notice period

- Expected ctc

- Relevant experience in wealth and treasury sales

If the position interest you kindly share your cv at or contact Pranav- 7011354635

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