Sr Wealth Manager (Business Development)

**Key Responsibilities:Business Development
& Sales Strategy**

· Develop
and implement effective strategies to acquire new clients and expand existing
accounts.

· Drive
penetration in target markets to meet and exceed sales and revenue goals.

· Generate
business across financial fitness products, including Goal Planning,
Budgeting & Taxation, Loan Management, Insurance Planning, Investment
Planning, and Estate Planning.

**Revenue Generation
& Analytics**

· Take
ownership of branch-level revenue targets and consistently drive performance.

· Analyze
sales data, lead conversion rates, product performance, and client behaviour
to identify opportunities and improve productivity.

· Prepare
and review regular performance reports, dashboards, and business forecasts
for management review.

Wealth Management

· Offer
customized financial solutions to HNI and retail clients based on their
investment goals and risk profiles.

· Guide
clients through investment, insurance, and wealth protection planning.

**Client
Relationship Management**

· Establish
and nurture strong relationships with existing and potential clients to
ensure retention and satisfaction.

· Uphold
delivery standards and resolve client queries efficiently.

**Team
Leadership & Development**

· Lead,
train, and motivate the in-house sales team and channel partners to drive
high performance.

· Oversee
recruitment, onboarding, goal setting, and performance management of team
members.

· Foster
a culture of accountability, collaboration, and continuous improvement.

**Lead Generation &
Channel Management**

· As
a Branch Manager, lead and oversee branch-level lead generation initiatives
through tele-calling, referral networks, local marketing activities, and
strategic partnerships.

· Ensure
proper tracking, follow-up, and conversion of leads to meet branch sales
targets.

**Operations &
Compliance**

· Ensure
seamless day-to-day operations of the branch in compliance with internal
policies and external regulations.

· Build
& Monitor sales pipelines, campaign results, and team activities to
ensure alignment with business objectives.

Qualification & Skills:

· 7
years of leadership experience in **Financial Services,
Wealth Management, or BFSI Sales**.

· Strong
experience in generating revenue,
driving analytics, and making
data-driven decisions.

· Proven
ability to manage sales teams and scale business operations.

· Sound
knowledge of financial products, compliance norms, and client lifecycle
management.

· Excellent
communication, analytical, and people-management skills.

· A CFP certification would be a definite
advantage, alternatively should have a NISM XA – XB qualification or be willing
to work towards the same