Senior Sales (Wealth Management)
On-siteMumbai, Maharashtra, India
Job Summary
Drive branch-level revenue targets by developing strategies to acquire new clients and expand existing accounts across financial fitness products. Lead and oversee lead generation initiatives through tele-calling, referral networks, and local marketing to ensure proper tracking and conversion. Manage the in-house sales team and channel partners by leading, training, and motivating them to drive high performance while overseeing recruitment and goal setting. Analyze sales data, lead conversion rates, and product performance to identify opportunities and improve productivity, preparing regular performance reports and business forecasts for management review. Ensure seamless day-to-day operations of the branch in compliance with internal policies and external regulations.
Required Qualifications
- 7 years of leadership experience in Financial Services, Wealth Management, or BFSI Sales
- Strong experience in generating revenue, driving analytics, and making data-driven decisions
- Proven ability to manage sales teams and scale business operations
- Sound knowledge of financial products, compliance norms, and client lifecycle management
- Excellent communication, analytical, and people-management skills
Desired Qualifications
- A CFP certification
- NISM XA – XB qualification
- Willingness to work towards NISM XA – XB qualification
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