Job Description

Company Description

ProSales Financial Services Private Limited is a customer-focused financial services organization offering a wide range of solutions across Wealth, Investments, Insurance and other financial products. The organization focuses on building long-term client relationships through personalized financial solutions, product expertise and a strong distribution network.

Role Overview

We are looking for an experienced Senior Wealth Management professional to drive and grow business across Wealth, Corporate Fixed Deposits, Mutual Funds, Insurance, LAS and Bonds.

The role involves managing and expanding relationships across HNI, retail and corporate segments, acquiring new clients, developing strategic referral and distribution relationships, and independently generating business through market networks and client relationships.

The position is suited for a senior professional with strong market understanding, proven business development capabilities and the ability to build and scale a high-value client portfolio and revenue pipeline

Location: Delhi NCR

Position: Wealth Manager – Wealth Sales & Business Development

Experience: 6+ Years

Key Responsibilities

Drive business development across Wealth, Corporate FDs, Mutual Funds, Insurance, LAS, Bonds and other investment solutions.
Acquire, manage and deepen relationships with HNI, retail and corporate clients.
Independently generate new business through market outreach, referrals, networking and existing relationships.
Develop and maintain strong relationships with IFAs, distributors, corporate clients, referral partners and other market stakeholders.
Identify client requirements and provide suitable investment and financial product solutions.
Build and manage a sustainable client portfolio / business book with a focus on acquisition, retention and revenue growth.
Identify cross-selling opportunities across Wealth, Investment and Insurance products.
Stay updated on market trends, product offerings, performance, ROI and competitor offerings across relevant financial products.
Develop and maintain product comparison, performance and ROI trackers to support client engagement and business discussions.
Conduct client meetings, product presentations, awareness sessions and corporate workshops as required.
Manage the complete client lifecycle, including onboarding, documentation, renewals, redemptions and ongoing relationship management.
Maintain and review MIS, business dashboards and performance reports for regular business tracking and management reviews.
Identify new market opportunities and contribute to the growth strategy of the Wealth business.

Desired Candidate Profile

6+ years of relevant experience in Wealth Management, Private Banking, Investment Products, Financial Services, Insurance or Mutual Fund sales.
Strong experience in handling HNI, UHNI, retail and/or corporate clients.
Strong understanding of Corporate FDs, Mutual Funds, Insurance, Bonds, LAS and other investment solutions.
Proven track record in client acquisition, relationship management and business development.
Strong existing network across HNI clients, corporates, IFAs, distributors or other financial market relationships will be an advantage.
Experience in independently developing and managing a business portfolio / client book.
Strong commercial orientation with the ability to identify and convert new business opportunities.
Excellent relationship management, communication, negotiation and presentation skills.
Strong understanding of financial products, market dynamics and client investment requirements.
Proficiency in MS Excel, PowerPoint and business reporting.

What We Offer

Opportunity to work across a diverse portfolio of Wealth, Investment and Insurance products.
Opportunity to build and manage a high-value client portfolio.
Access to multiple product and distribution opportunities.
Performance-linked compensation and growth opportunities.
Opportunity to work in a business-focused, relationship-driven environment with significant scope for professional growth.