Senior Wealth Manager

2 days ago

Navi Mumbai, Maharashtra, India UPONLY Technologies Full time ₹ 18,00,00,000 per year

Location:
 Navi Mumbai (Corporate Office) + Field

Role Type:
 Full-Time

Job Summary

UPONLY Technologies is seeking a results-driven Wealth Manager with an
existing client book
to focus primarily on selling Mutual Funds (MF) and Optionally Convertible Debentures (OCD). The ideal candidate could be from direct insurance sales or banking background, adept at managing and growing client relationships while driving sales and revenue growth. This role is client-facing with a strong emphasis on wealth product expertise.

Skills we are looking for

  • Proven
    existing client book is mandatory (Book value- 15Cr.+)
    with demonstrated success in wealth product sales, especially MF and OCD.
  • Experience in direct insurance sales or banking preferred.
  • Strong knowledge of mutual funds, OCD, insurance products, and relevant regulatory environments.
  • Excellent communication, interpersonal, negotiation, and relationship management skills.
  • Ability to strategize market penetration and business development plans in competitive territories with
    capacity to build a book of Cr.
  • Minimum 4-6 years of relevant experience in wealth management or financial distribution.
  • Bachelor's degree required; professional certifications are added advantages.

Key Responsibilities

  • Manage and grow an existing portfolio of clients with emphasis on Mutual Funds and OCD products.
  • Implement effective acquisition and retention strategies to expand client base.
  • Build and maintain strong, personalized client relationships to understand financial goals and offer tailored solutions.
  • Achieve sales targets and contribute to revenue growth for the company.

What UPONLY Technologies Offers

  • Competitive compensation with performance-linked incentives.
  • Early participation in an attractive ESOPs, enabling you to grow your wealth alongside the company.
  • Dynamic, tech-driven workplace focusing on delivering cutting-edge financial solutions.

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