Sales Role Overview

Lead acquisition and relationship management of HNI clients across Ahmedabad, Surat, and Baroda using your own strong local network.
Achieve sales budgets quarterly & yearly.
Design and review portfolios with a focus on IRR, asset allocation, tax efficiency, and long-term goal planning.
Cross-sell mutual funds and other investment products while delivering continuous, high-quality advisory.

Cultural Fit

Thrive in an agile, fast-growing startup environment that demands nimbleness, quick decision-making, and comfort with changing priorities.
Take ownership like a founder: build processes, refine workflows, and adapt as the business scales rather than relying on rigid structures.
Bring a relationship-first mindset, high integrity, and the maturity to handle sophisticated HNIs in dynamic market conditions.

Qualifications

8 - 10 years in wealth management/financial advisory with an existing HNI book in Gujarat.
Strong communication, analytical skills, and comfort with data/Excel and portfolio discussions.
Certifications such as CFP, CWM, or CFA are an added advantage.
They want someone who can sell financial products like mutual funds, fixed income, funds, etc. (everything except direct stocks)
Should be doing B2C work. Selling to HNI retail investors (not institutions).
Should be handling minimum ticket size of 1 Cr.

Wealth Relationship Manager