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Wealth Manager - Direct Sales Job in Quantum Asset Management

Wealth Manager - Direct Sales

Quantum Asset Management 4+ weeks ago
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Job Summary

Wealth Manager Direct Sales

Location: Mumbai

Experience Required: 4+ Years

Industry: BFSI (Banking, Financial Services, and Insurance)

Employment Type: Full Time

Job Summary:

We are looking for a result-driven Wealth Manager Direct Sales to join our growing team in Mumbai. The ideal candidate will have a strong track record in sales within the financial services industry and will be responsible for client acquisition, relationship management, and achieving revenue targets through direct interactions and personalized wealth solutions.

Key Responsibilities:

  • Develop and maintain strong relationships with existing clients to grow wallet share and foster client loyalty.
  • Acquire new clients through personal network, company-generated leads, and references.
  • Meet or exceed monthly and quarterly sales targets for:
    • New investments/inflows
    • Cross-sell and up-sell of financial products
    • Reference and lead generation
  • Regularly connect with clients via calls, meetings, and follow-ups to drive engagement and conversions.
  • Maintain consistent daily/weekly/monthly contact goals with leads and clients.
  • Provide accurate and timely updates on client interactions, leads status, and follow-ups using prescribed reporting formats.
  • Maintain a deep understanding of financial products (mutual funds, insurance, fixed income, etc.) to offer customized solutions.

Key Skills & Competencies:

  • Excellent verbal and written communication skills
  • Strong sales acumen and a passion for client servicing and relationship building
  • Self-motivated and result-oriented with the ability to work independently
  • Comfortable handling a wide range of client profiles and understanding their financial goals
  • Strong time management and follow-up discipline
  • Willingness to continuously learn and stay updated on financial products and market trends

Qualifications:

  • Graduate (any discipline) a background in Finance will be a plus
  • NISM Certification (mandatory) preferably in Mutual Funds or Investment Advisory

Preferred Experience:

  • Minimum 4 years of proven success in direct sales within the financial services or wealth management domain
  • Exposure to a range of investment products and advisory services
Experience Required :

Minimum 4 Years

Vacancy :

2 - 4 Hires

Apply Now
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