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Head of Sales- Wealth and Investment advisory

VALUETE

5 - 10 years

Mumbai

Posted: 17/12/2025

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Job Description

Looking for candidates with Sales, client relationship management, investment advisory, Family office or HNI RM experience


Introducing a Secure High-Yield Lending Opportunity

An exclusive lending product designed to deliver 1216% annual returns with robust downside protection through asset-backed structures.


Risk Management & Security

  • Overcollateralized Lending: Capital is always protected by collateral worth 2x the loan.
  • Multisig Custody: Collateral is secured in multi-signature wallets, ensuring absolute safety of pledged assets with lenders as part of shared custody
  • Legal Safeguards: Structured via an LLP with arbitration clauses, making agreements enforceable under Indian contract law.


Here's a product video


Our Business Plan:

we strongly believe our unique business model will monopolize the crypto lending market 5 years from now ( currently $100 Billion AUM predicted to go to $500B by 2030), owing to our USPs of full legal clarity ( probably a first in crypto companies ), Worlds best bitcoin security model offered by 2-of-3 multi-sig contracts, Network effects of 2-sided Marketplace and Lower rates of borrowing ( as a result of the previous features )


Total TAM: $100 Billion, 2-5% capture leads to 200 crore Revenue p.a


Location Preference: Remote


Role Description

This is a part-time remote role for a Sales Head specialising in Wealth and Investment advisory. The Sales Head will lead and oversee wealth and investment sales operations, ensuring the team achieves the assigned sales targets. Day-to-day responsibilities include managing client accounts, developing and executing sales strategies, analyzing market trends, building strong relationships with clients, and mentoring the sales team to maximize performance. Collaboration with cross-functional teams and maintaining high-quality customer service will also be key aspects of this role.


Qualifications

  • Strong Analytical Skills to evaluate market trends, client needs, and financial data for informed decision-making.
  • Experience in Account Management to maintain and grow client relationships effectively.
  • Proven expertise in Sales and Sales Management to drive revenue growth and meet sales targets.
  • Team Management skills to lead, mentor, and motivate sales teams toward achieving organizational goals.
  • Excellent communication and interpersonal skills.
  • In-depth knowledge of wealth and investment products and services.
  • Relevant qualifications in business, finance, or a related field are preferred.

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