Wealth Manager Sales(B2B)

2 weeks ago

Hyderabad, India Weekday AI Full time ₹ 12,00,000 - ₹ 15,00,000

This role is for one of Weekday's clients
Salary range: Rs Rs ie INR 12-15 LPA)
Min Experience: 2 years
Location: Hyderabad
JobType: full-time

Job Description:
 

We are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. This role requires an entrepreneurial mindset and a proactive approach to foster B2B partnerships and attract B2C HNI clients to invest with Guardian. 
 

Qualifications:
 

  • Ideal candidate will bring an existing book of clients they can engage on behalf of Guardian.
  • Master's degree in Business Administration, Finance, or a related field is preferred.
  • Minimum 3 years of experience in a leading bank or a premier wealth management firm.
  • Preference will be given to candidates with: NISM Series VA certification, Prior B2B sales experience, Experience in Ultra HNI client engagement, Sales experience in Mutual Funds, PMS, or AIF products.
     

Responsibilities:
 

Pillar 1: Partner Acquisition and Referrals
 

  • Proactively engage with B2B partners through daily outreach (calls and emails) to introduce Guardian's wealth management solutions and explore collaboration opportunities.
  • Schedule and conduct 3–4 in-person meetings per day with potential B2B partners to drive new partnerships and meet acquisition targets.
  • Generate a minimum of 10 Ultra HNI leads per month through regular engagement with B2B partners.
     

Pillar 2: Lead Generation
 

  • Meet prospective clients from various sources. 
  • Design and execute strategies for business development such as participating in industry events, setting up outreach stalls, hosting seminars for professionals (e.g., doctors), and conducting focused marketing initiatives, investor education programs across companies and generate leads. 
     

Pillar 3: Business Development Strategy
 

  • Operate in a performance-driven environment with daily, monthly, and annual input targets across key metrics—calls, meetings, and partnership conversions & output targets like AUM, revenue & clients.

  • Wealth Manager Sales(B2B)

    6 days ago

    Hyderabad, Telangana, India Weekday AI Full time ₹ 12,00,000 - ₹ 15,00,000 per year

    This role is for one of Weekday's clientsSalary range: Rs Rs ie INR 12-15 LPA)Min Experience: 2 yearsLocation: HyderabadJobType: full-timeRequirementsJob Description: We are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven...

  • B2B Wealth Sales Senior Manager

    2 weeks ago

    Hyderabad, Telangana, India Weekday AI Full time ₹ 12,00,000 - ₹ 15,00,000 per year

    This role is for one of Weekday's clientsSalary range: Rs Rs ie INR 12-15 LPA)Min Experience: 3 yearsLocation: HyderabadJobType: full-timeRequirementsWe are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of...

  • B2B Wealth Sales Senior Manager

    2 weeks ago

    Hyderabad, India Weekday AI Full time ₹ 12,00,000 - ₹ 15,00,000

    This role is for one of Weekday's clientsSalary range: Rs Rs ie INR 12-15 LPA)Min Experience: 3 yearsLocation: HyderabadJobType: full-timeWe are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of building...

  • Relationship Manager

    3 weeks ago

    Hyderabad, Telangana, India Nuvama Wealth Full time

    Company DescriptionNuvama 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...

  • Relationship Manager

    21 hours ago

    Hyderabad, Telangana, India Nuvama Wealth Full time

    Company DescriptionNuvama 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...

  • Manager - B2B Sales

    4 weeks ago

    Hyderabad, Telangana, India Inverted Prism Full time

    Manager - B2B Sales (Education Sector | K-12) Us: Inverted Prism helps students (Grades 6-12) explore and engage with Careers of the Future, and helps build Skills of the Future, through our International Programs (to US, Europe, Australia, Singapore, Japan, etc.) and Domestic Programs.What will you be part of: - An innovation hub, an ambitious and...

  • Senior Wealth Manager

    1 week ago

    Hyderabad / Secunderabad, Telangana, India beBeeInvestment Full time

    This role is for a professional in wealth management, focused on sales of investment products to individual clients. The ideal candidate will be responsible for accumulating assets, achieving sales targets, and managing relationships with clients for a range of wealth and investment products.Key ResponsibilitiesAsset Accumulation: Responsible for gathering...

  • Business Development Manager

    2 days ago

    Hyderabad, Telangana, India Wealth First Full time

    Job DescriptionCompany DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in 'Treasury and Wealth Solutions.' We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a...

  • B2B Sales Manager – US Market

    2 days ago

    Hyderabad, Telangana, India Vitel Global Full time

    Job DescriptionJob Title: B2B Sales Manager US MarketLocation: Hyderabad, IndiaShift Timing: US Shift (6:30pm to 3:30am )Experience Required: 7+ Years in B2B Sales (with proven US market experience)Job Summary:We are looking for a result-driven and experienced B2B Sales Manager to lead and grow our business in the US market. The ideal candidate will have a...

  • Sales Manager

    2 days ago

    Hyderabad / Secunderabad, Telangana, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Investment Sales RoleThis position is designed for a sales professional with expertise in wealth management and investment products. The ideal candidate will be responsible for building relationships with retail clients, gathering assets, and achieving sales targets.Key ResponsibilitiesGathering Assets: Responsible for accumulating assets for a range of...