About the job
Role Description This is a full-time, on-site role for a Vice President of Wealth Management- Sales based in Mumbai. The Vice President of Sales (Wealth Management) will oversee the sales team to drive revenue growth, establish and execute sales strategies, and develop and manage key client accounts. Responsibilities include leading business development initiatives, optimizing sales operations, and ensuring the achievement of sales targets. The role will involve collaborating with stakeholders to identify new business opportunities and maintain strong client relationships. Qualifications • Expertise in Wealth Management and Sales Management to set quotas, meet targets, and lead a high-performing sales team • Experience in Account Management to build and maintain long-term relationships with key clients and stakeholders • Proficiency in Sales Operations, including forecasting, performance tracking, and process improvements • Strong knowledge of Business Development to identify opportunities, cultivate partnerships, and expand market reach • Bachelor’s degree in Business Administration, Marketing, or a related field; an MBA is a plus • Proven track record in managing and motivating sales teams to achieve and exceed targets • Exceptional communication, negotiation, and leadership skills • Ability to make data-driven decisions and effectively analyze sales metrics. We are looking for a dynamic Wealth Management Sales Leader who can join us along with a strong team of Wealth Relationship Managers. Industry Background: Broking, Wealth Management, AMC, or Wealth Banking Our Product & Solution Suite: 1. Direct Investments – Equities, Commodities, Currencies, Unlisted Shares, IPOs & Buybacks 2. Wealth Products – PMS, AIF, Mutual Funds, Structured Products, Fixed Income, FDs 3. Capital Markets & IB – Stock Broking, Merchant Banking, IPOs & related products 4. Debt & Advisory – Debt Advisory, Fixed Income Strategies 5. Insurance – Life, Health, Motor & General Insurance 6. Alternatives – REITs/InvITs, Alternative Funds, Real Estate, Private Equity.
Requirements
- Sales Management
- Account Management
- Business Development
- Communication
- Leadership
Qualifications
- Bachelor’s degree in Business Administration
- MBA is a plus
Preferred Technologies
- Sales Management
- Account Management
- Business Development
- Communication
- Leadership
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