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