AVP- Wealth Sales

MEGMA SERVICES; Mumbai; On-site; INR 1,500,000 - 3,200,000; Full time

Job summary

MEGMA SERVICES, a leading wealth management and financial advisory firm, seeks a Senior Manager / AVP (Wealth and HNI Sales) in Mumbai (BKC). You will spearhead sales strategy for wealth management and mutual funds, lead and mentor a sales team, and drive revenue growth among high-net-worth clients.

You will build relationships with HNIs, identify opportunities, ensure regulatory compliance, and collaborate with marketing, product, and operations to deliver premium client experiences in a

Qualifications

• Minimum of 8 years of experience in HNI/Wealth sales with focus on wealth management and mutual funds.
• Bachelor’s degree in Finance, Business Administration, or related field; MBA or relevant certifications (CFP, CFA) preferred.
• Proven leadership to manage, motivate, and develop a high‑performing sales team.
• Exceptional interpersonal and communication skills for building rapport with high‑net‑worth clients.
• In‑depth knowledge of financial markets, investment products, and wealth management principles.
• Adaptability to fast‑paced, dynamic BFSI environment.

Responsibilities

• Develop and implement sales strategies to achieve revenue targets for wealth management and mutual fund products.
• Lead, mentor, and motivate a sales team, providing guidance, training, and performance feedback.
• Cultivate and maintain strong relationships with high‑net‑worth clients, understanding their needs and offering customized solutions.
• Identify and pursue new business opportunities through networking, referrals, and targeted marketing initiatives.
• Monitor market trends, competitor activities, and regulatory changes, adapting strategies and product offerings.
• Ensure compliance with all relevant regulations and internal policies, maintaining high standards of ethical conduct.
• Collaborate with marketing, product development, and operations to ensure seamless delivery and a positive client experience.

Skills

Wealth management sales

Team leadership

Interpersonal communication

Financial markets knowledge

Analytical/problem solving

Education

Bachelor’s degree in Finance/Business

MBA or CFP/CFA preferred

Job description

Leading Wealth Management and Financial Advisory Firm – Senior Manager / AVP (Wealth and HNI Sales), Mumbai (BKC)

The client is a multi‑family office and advisory firm, subsidiary of a leading financial services and wealth management firm. It provides tailored investment solutions to high‑net‑worth individuals (HNIs), family offices, single‑family businesses, and trusts. Their services are built on a state‑of‑the‑art approach, extensive industry network, and collaboration with credible partners. The firm has an experience of over 20 years and manages a cumulative client exposure of over 20 billion USD across multiple industries.

Role Overview

As Senior Manager / AVP (Wealth and HNI Sales) you will spearhead the sales strategy and execution for wealth management and mutual fund products within the Mumbai region. You will lead and mentor a sales team, drive revenue growth, expand market share, and build relationships with high‑net‑worth clients, providing tailored investment solutions.

Key Responsibilities

• Develop and implement sales strategies to achieve revenue targets for wealth management and mutual fund products.
• Lead, mentor, and motivate a sales team, providing guidance, training, and performance feedback.
• Cultivate and maintain strong relationships with high‑net‑worth clients, understanding their needs and offering customized solutions.
• Identify and pursue new business opportunities through networking, referrals, and targeted marketing initiatives.
• Monitor market trends, competitor activities, and regulatory changes, adapting strategies and product offerings.
• Ensure compliance with all relevant regulations and internal policies, maintaining high standards of ethical conduct.
• Collaborate with marketing, product development, and operations to ensure seamless delivery and a positive client experience.

Required Skillset

• Demonstrated ability to develop and execute successful sales strategies in wealth management and mutual fund industry.
• Proven leadership skills to manage, motivate, and develop a high‑performing sales team.
• Exceptional interpersonal and communication skills for building rapport with high‑net‑worth clients.
• In‑depth knowledge of financial markets, investment products, and wealth management principles.
• Strong analytical and problem‑solving skills to assess client needs and recommend investment solutions.
• Bachelor’s degree in Finance, Business Administration, or related field; MBA or relevant certifications (CFP, CFA) preferred.
• Adaptability to fast‑paced, dynamic environment within BFSI sector.
• Minimum of 8 years of experience in HNI/Wealth sales with focus on wealth management and mutual funds.