Head Sales- Private Wealth Management

WealthVault Research and Analytics Pvt. Ltd.; Chandigarh; On-site; INR 4,000,000 - 6,400,000; Full time

Job summary

WealthVault Research and Analytics Pvt. Ltd. invites a Head Sales – Private Wealth Management to steer sales strategy and client relationships for UHNI/HNI clients in Chandigarh.

This on-site role leads a team, sets targets, and drives growth across equity, fixed income, and alternatives. The ideal candidate will bring a proven wealth-management sales track record, strong analytical and leadership skills, and a client-centric approach to delivering tailored investment solutions.

Qualifications

• Proven sales track record in private wealth or financial services.
• Strong analytical ability to interpret market data and client portfolios.
• Experience in UHNI/HNI relationship management and cross-selling.
• Leadership experience in managing a sales team.
• Deep knowledge of equity, fixed income, and alternative investments.
• Excellent communication, presentation, and negotiation skills.
• Graduate or postgraduate degree in Finance/Business/Economics; CFP/CFA/NISM advantages.

Responsibilities

• Lead sales strategy and relationship management for UHNI/HNI clients.
• Drive client acquisition and deepen existing relationships.
• Oversee sales team, set targets, monitor pipelines.
• Collaborate with research and product teams, review portfolios.
• Ensure high service standards and compliance.

Skills

Sales & Sales Management

Analytical Skills

Account Management

Team Management

Communication & Negotiation

Wealth Management Knowledge

Leadership Experience

Industry Certifications ( CFP, CFA, NI

Education

Graduate degree in Finance/Business/Economics

Postgraduate degree (MBA) or related

CFP / CFA / NISM certifications are an advantage

Job description

Company Description

WealthVault Research and Analytics Pvt. Ltd. is a team of highly skilled professionals focused on delivering world-class investment services and solutions to investors in India and globally. The firm specializes in comprehensive, research-driven offerings for UHNI and HNI clients, providing an end-to-end investment product suite. Core solutions span equity, fixed income, and alternative investments, supported by rigorous analysis. WealthVault also offers integrated advisory services, including risk analysis and insurance planning, investment planning, tax and estate planning, and retirement planning. The organization is committed to long-term, client-centric wealth management grounded in data and insight.

Role Description

The Head Sales – Private Wealth Management is a full-time, on-site role based in Chandigarh, responsible for leading sales and relationship management for UHNI and HNI clients. This role involves developing and executing sales strategies for the private wealth management business, driving acquisition of new clients, and deepening relationships with existing clients. The individual will oversee the sales team, set performance targets, monitor pipelines, and ensure consistent delivery of tailored investment solutions across equity, fixed income, and alternatives. Day-to-day activities include collaborating with research and product teams, reviewing client portfolios, participating in client meetings and presentations, and ensuring high standards of service and compliance. The role requires a strong focus on revenue growth, market expansion, and maintaining a disciplined, data-driven approach to sales management.

Qualifications

• Candidates should possess strong Sales and Sales Management skills, with a proven track record in private wealth or financial services.
• Candidates should possess Analytical Skills to interpret market data, assess client portfolios, and support investment recommendations.
• Candidates should possess Account Management skills to manage UHNI and HNI relationships, ensure retention, and drive cross-selling.
• Candidates should possess Team Management skills to lead, mentor, and develop a high-performing sales team.
• In-depth understanding of wealth management products across equity, fixed income, and alternative investments.
• Excellent communication, presentation, and negotiation abilities, with a client-centric approach.
• Relevant experience in private banking, investment advisory, or wealth management; prior leadership experience is highly desirable.
• Graduate or postgraduate degree in Finance, Business, Economics, or a related field; professional certifications such as CFP, CFA, or NISM are an advantage.