Senior Sales Manager

3 days ago

Remote, India STJ's Super Foods Full time ₹ 25,000 - ₹ 1,00,000 per year

We are seeking a dynamic and results-driven Sales Manager to lead our Wealth Management and Portfolio Management sales initiatives within our franchise sales business model. The role primarily focuses on acquiring and managing High Net-Worth Individual (HNI) investors, driving investment opportunities, and building long-term client relationships while contributing to the growth of our franchise network.

Key Responsibilities

  • Drive client acquisition by actively identifying and engaging HNI and Ultra HNI investors.
  • Present and promote a wide range of wealth management and portfolio management solutions tailored to client investment goals.
  • Develop and implement sales strategies to expand the franchise network and increase Assets Under Management (AUM).
  • Achieve monthly, quarterly, and annual sales targets for client acquisition, investments, and revenue growth.
  • Build strong, trust-based relationships with prospective and existing HNI clients.
  • Conduct financial planning discussions, portfolio reviews, and investment advisory sessions.
  • Collaborate with internal teams for smooth onboarding and servicing of HNI clients and franchise partners.
  • Keep up-to-date with market trends, competitor offerings, and economic developments to provide informed recommendations to clients.
  • Represent the company at seminars, networking events, investor meets, and other forums to enhance brand visibility.

Key Requirements

  • Graduate/Postgraduate in Finance, Business, or related field; MBA/CFP/CFA preferred.
  • 5–8 years of experience in wealth management / portfolio management / investment advisory / franchise sales.
  • Proven track record of HNI client acquisition and achieving investment sales targets.
  • Strong understanding of financial markets, investment products, and wealth planning tools.
  • Excellent networking, negotiation, and relationship-building skills.
  • Entrepreneurial, self-driven mindset with ability to work in a target-oriented environment.
  • Ability to present complex investment concepts in a clear and compelling manner.

What We Offer

  • Performance-linked incentives and rewards.
  • A platform to work with a rapidly growing franchise-based wealth management network.
  • Continuous skill development, training, and exposure to diverse investment products.
  • Opportunity to build long-term career growth in HNI and UHNI wealth management.

Ideal Candidate: A goal-oriented professional with an extensive network of HNIs, strong knowledge of wealth/portfolio management, and the drive to scale sales through franchise partnerships.

Job Type: Permanent

Pay: ₹25, ₹100,000.00 per month

Benefits:

  • Work from home

Application Question(s):

  • Are you ok with dealing with sales pressure and targets? Only apply if you enjoy working with targets?

Education:

  • Master's (Preferred)

Experience:

  • Wealth Management Sales: 5 years (Required)
  • Portfolio management sales: 5 years (Required)
  • Investors Relationship Management: 5 years (Required)
  • Sales: 5 years (Required)

Work Location: Remote

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