Sales Manager - Wealth Management

Qualification: Graduate Postgraduate
Job Timing: 10:00 AM to 7:00 PM
Working Days: 6 Days a Week
Industry: Banking Financial Services Wealth Management

soulnkey consulting is looking for a result-oriented Sales Manager to acquire new customers and grow business by offering suitable financial and investment products. The candidate will be responsible for building client relationships, understanding financial goals, and recommending appropriate investment solutions.

• Acquire new Retail and HNI clients through calls, references, networking, and other sales channels.
• Sell financial products such as Fixed Deposits (FDs), Bonds, Mutual Funds, and Life Insurance.
• Understand clients financial goals and recommend suitable investment products.
• Build and maintain long-term customer relationships.
• Conduct regular client follow-ups and portfolio reviews.
• Achieve monthly sales, AUM, revenue, and insurance premium targets.
• Explain product features, benefits, risks, and returns transparently.
• Maintain client records and sales reports.

• 3-7 years of experience in wealth management, banking, financial services, or insurance sales.
• Good knowledge of Mutual Funds, Bonds, Fixed Deposits, and Life Insurance.
• Strong communication, negotiation, and relationship management skills.
• Ability to generate leads, acquire customers, and achieve sales targets.
• Customer-focused attitude and business development mindset.
• NISM Series V-A and IRDAI certifications will be an added advantage.

• Performance-based incentives.
• Opportunity to grow with a technology-driven wealth management company.