Wealth Manager, B2B Sales
Guardian Capital Investment Advisors · Hyderabad · onsite · Posted 44d ago
Undisclosed4–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
We're Hiring: B2B Senior Manager (Sales) Wealth Management | Guardian Capital
Location: Hyderabad, Telangana, India | Work from Office (5 days)
Job Type: Full time
Responsibilities
- Partner Acquisition & Referrals: Proactively identify and approach potential B2B partners through daily outreach (calls, emails) and in-person meetings
- Build relationships with CAs, doctors, hospitals, business owners, and other professionals
- Maintain 10+ active professional relationships and generate qualified referrals through regular engagement
- Lead Generation: Meet prospective clients through varied sourcing channels
- Design and execute BD strategies industry events, outreach stalls, professional seminars, CEO lunches, and targeted marketing initiatives
- Business Development Strategy: Operate against daily, monthly, and annual targets across calls, meetings, relationship development, and partnership conversions plus AUM, revenue, and client outcomes
- Independently build and manage a pipeline of new B2B relationships and opportunities
Requirements
- What Were Looking For
- 23 years of B2B/business development experience
- Proven field-sales experience with the ability to build your own pipeline
- Experience selling to professionals, businesses, or decision-makers
- Experience managing relationship-led sales cycles
- Experience with CA firms or professional networks preferred
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Partner Acquisitionmarketing initiativesAsset ManagementB2BCasRelationship DevelopmentBusiness DevelopmentB2B SalesBusiness AcquisitionInvestment AdvisorySalesLead GenerationFinancial PlanningTaxationmarketing
About Guardian Capital Investment Advisors

Guardian Capital Investment Advisors
30
employees
2016
10 years old
Hyderabad / Secunderabad, Telangana
India
About
Guardian Capital is an acclaimed Indian investment advisory firm offering tailored wealth management, financial planning, and taxation services for diverse client needs.
Industries
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