AVP Wealth Manager

11 hours ago

Delhi Hyderabad NCR Pune, India Profex Tech Full time US$ 9,00,000 - US$ 12,00,000 per year

Job Title: AVP Sales

Department: Sales & Business Development (Securities / Financial Markets)

Qualification: Graduate (Finance/Commerce preferred; MBA or NISM certifications preferred)

Job Summary

We are seeking an experienced AVP Sales to lead sales operations across B2C and B2B branches, drive revenue growth, and manage high-value client relationships. This role involves team leadership, strategic business planning, cross-selling opportunities, and delivering exceptional customer experience while ensuring strong market presence across segments.

Key Responsibilities

  • Lead, mentor, and manage the sales team to achieve revenue and growth targets.
  • Develop and execute strategic plans to expand business for all B2C & B2B branches.
  • Identify, acquire, and maintain relationships with HNI and retail clients.
  • Advise clients on investment opportunities in equities, commodities, and currency products.
  • Create cross-sell and up-sell strategies to maximize wallet share.
  • Monitor market trends, competitor activities, and industry developments.
  • Ensure excellent customer service through regular engagement, issue resolution, and feedback tracking.
  • Attend sales meetings and contribute to business growth initiatives.
  • Plan and implement projects and sales activities in line with business priorities
  • Achieve individual HNI client sales targets while supporting team performance.

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