Wealth Management Specialist

Position: Wealth Management Sales Manager – MFD & GIFT City

Department: Sales / Business Development

Employment Type: Full-Time

Job Summary

We are looking for a driven and result-oriented Wealth Management Sales Manager to lead new client acquisition and business growth across Mutual Funds (MFD), PMS, AIFs, Bonds, GIFT City products, and other investment solutions. The candidate will be responsible for building and managing client relationships, generating new business opportunities, acquiring AUM, and achieving defined annual sales targets. The role is suitable for a sales professional with strong networking, client acquisition, and investment product knowledge.

Key Responsibilities

• Identify and acquire new clients through direct sourcing, referrals, networking, and professional connections.
• Build and maintain long-term relationships with HNI/UHNI clients, investors, professionals, and other prospective clients.
• Promote and generate business across:
• Mutual Funds (MFD)
• PMS
• AIFs
• Bonds
• GIFT City products
• Other investment and wealth management solutions
• Understand clients’ financial objectives, investment preferences, and risk profiles.
• Present appropriate investment solutions based on client requirements and coordinate with internal teams for execution.
• Generate qualified leads and convert prospects into active clients/investors.
• Achieve the annual AUM acquisition target of ₹6 Crore.
• Conduct regular client meetings, product presentations, investment discussions, and follow-ups.
• Develop a strong referral network and continuously explore new business opportunities.
• Maintain an active sales pipeline and track leads, conversions, client interactions, and AUM.
• Coordinate with internal teams for account opening, KYC, documentation, transactions, and client servicing.
• Maintain regular engagement with existing clients to identify additional investment opportunities.
• Stay updated on Mutual Funds, PMS, AIFs, Bonds, GIFT City products, and relevant market developments.
• Ensure a high level of client servicing and relationship management throughout the investment lifecycle.

Sales Targets & KPIs

• Annual AUM Acquisition Target: ₹6 Crore
• New Client Acquisition
• AUM Growth
• Lead Generation & Conversion
• Client Relationship & Retention
• Business / Revenue Generation
• Referral & Network Development
• Sales Pipeline Management

Requirements & Tech Stack

• Wealth Management Sales
• Client Acquisition & Business Development
• AUM Acquisition
• Mutual Funds & Investment Products
• HNI/UHNI Client Relationship Management
• PMS & AIF Product Understanding
• GIFT City Product Knowledge
• Lead Generation & Conversion
• Sales & Negotiation
• Networking & Relationship Building
• Strong Communication & Presentation Skills
• Client Servicing
• CRM & Sales Reporting
• Target-Oriented Approach

Qualifications

• Graduate in Finance, Commerce, Economics, Business Administration, or a related field.
• Relevant experience in Wealth Management, Mutual Funds, Financial Services, Investment Products, PMS, AIF, or related sales roles will be preferred.
• Candidates with an existing client/investor network or strong market relationships will have an added advantage.
• Knowledge of GIFT City investment products will be an advantage.
• NISM, CFP, CWM, or other relevant financial certifications will be an added advantage.