Wealth Manager (Sales)

Jobskey Search and Selection; Hyderabad; On-site; INR 1,500,000 - 3,500,000; Full time

Job summary

A leading financial services firm is seeking a Vice President - Wealth Manager to drive client and partner acquisition in Hyderabad. The ideal candidate will possess a strong sales background with exceptional relationship-building skills. Responsibilities include fostering B2B partnerships, meeting with clients, and promoting tailored wealth management solutions. The role requires a proactive approach and at least 3 years of experience in major banks or premier wealth management firms. Join a dynamic team committed to exceptional financial service.

Qualifications

• Proven track record of building relationships with CAs, merchant banks, and clients.
• Minimum of 3 years of experience in banking or wealth management.
• Minimum 3 years of experience in major banks or premier wealth management firms.
• Experience in building B2B partnerships and acquiring HNI clients is essential.

Responsibilities

• Reach out to B2B partners to foster new partnerships.
• Conduct daily meetings with B2B partners to discuss wealth management solutions.
• Prospect and qualify potential HNI clients through lead generation.
• Schedule meetings with HNI prospects to present investment opportunities.
• Collaborate with internal teams for portfolio analysis and financial planning.
• Conduct in-depth consultations to understand goals and risk tolerance.

Skills

Sales and Business Development

Relationship Building

Client Acquisition

Networking

Lead generation

Cold calling

Client acquisition

Financial services knowledge

Education

Masters in Business Administration or Finance

MBA/PG in Business Administration

Tools

CRM software

Microsoft Excel

Job description

Client Overview: Our client is a leading financial services firm that specializes in providing expert investment advisory and wealth management solutions. The company is focused on delivering personalized financial strategies tailored to meet the unique needs and goals of their clients. With a strong emphasis on transparency, professionalism, and long-term success, they offer services in portfolio management, retirement planning, and tax‑efficient investment solutions. The firm is known for its commitment to building lasting client relationships while providing expert guidance to secure and grow wealth in a rapidly changing market.

Role: Vice President - Wealth Manager (Sales)

We are seeking a dynamic Wealth Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background, with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. This role requires an entrepreneurial mindset and a proactive approach to foster B2B partnerships and attract B2C HNI clients to invest.

Responsibilities

• Proactively reach out to B2B partners through daily calls and emails to foster new partnerships and present wealth management solutions.
• Schedule and conduct 3-4 in-person meetings daily with B2B partners to discuss collaboration opportunities and maximize partnership efforts to achieve targets.
• Prospect and qualify potential HNI clients through cold calling and lead‑generation activities.
• Aim to have 2-3 meetings weekly with B2C HNI prospects to convince them to invest and achieve targets.
• Collaborate with the internal team for client portfolio analysis, financial planning, and addressing client queries.
• Conduct in-depth consultations to understand client financial goals, risk tolerance, and investment preferences.

Ideal Candidate

• Must have a book of clients they can contact on behalf of the firm.
• Masters degree in Business Administration, Finance, or related field preferred.
• Minimum of 3 years of experience working in major banks OR experience working in premier wealth management firms.