Green Gain Financial Services LLP

Dwarka Sector 12, Delhi

Job Description - Wealth Sales ManagerWe are seeking a dynamic and target-driven Wealth Sales Manager to lead client acquisition and business expansion initiatives. The role focuses on acquiring HNI, corporate clients, and B2B channel partners, driving revenue growth through investment solutions, insurance products, and wealth management services. The ideal candidate will combine strong relationship-building skills with proven sales expertise in financial services.Key Roles & ResponsibilitiesClient Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios.B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue.Business Growth: Achieve acquisition targets and contribute to the overall business development strategy.Cross-Selling: Promote a comprehensive suite of products including mutual funds, portfolio management services (PMS), alternate investment funds (AIF), insurance (life, health, motor), and loans.Market Research: Perform data mining, lead generation, and profiling to identify potential opportunities.Relationship Management: Build and nurture long-term professional relationships with clients and partners.Sales Promotions: Plan and execute acquisition campaigns and promotional activities.MIS & Reporting: Maintain accurate acquisition records, prepare regular reports, and share insights with senior management.Compliance: Ensure adherence to regulatory norms, company policies, and industry standards.Required Skills & CompetenciesExcellent communication, negotiation, and presentation skills.Strong interpersonal and networking abilities.Target-oriented with proven business development skills.Sound understanding of wealth management products, financial markets, and investment strategies.High commercial awareness with problem-solving ability.Proficiency in MS Office, CRM tools, and digital business platforms.Qualifications & ExperienceGraduate/Postgraduate in Commerce, Finance, Business Administration, or related field (MBA preferred).1+ years of proven experience will be preferred in client acquisition, wealth management, or financial services.Prior exposure to HNI/corporate client handling and B2B acquisition will be highly advantageous.Compensation & BenefitsSalary Package: -2.5 LPA - -4 LPA (Fixed + Performance-based Incentives).Lucrative incentive structure linked to acquisition targets and revenue generation.Additional benefits and allowances as per company policy.Career progression opportunities to Senior Acquisition Manager / Business Head roles.

Job Description Wealth Sales ManagerWe are seeking a dynamic and target-driven Wealth Sales Manager to lead client acquisition and business expansion initiatives. The role focuses on acquiring HNI, corporate clients, and B2B channel partners, driving revenue growth through investment solutions, insurance products, and wealth management services. The ideal candidate will combine strong relationship-building skills with proven sales expertise in financial services.Key Roles & ResponsibilitiesClient Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios.B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue.Business Growth: Achieve acquisition targets and contribute to the overall business development strategy.Cross-Selling: Promote a comprehensive suite of products including mutual funds, portfolio management services (PMS), alternate investment funds (AIF), insurance (life, health, motor), and loans.Market Research: Perform data mining, lead generation, and profiling to identify potential opportunities.Relationship Management: Build and nurture long-term professional relationships with clients and partners.Sales Promotions: Plan and execute acquisition campaigns and promotional activities.MIS & Reporting: Maintain accurate acquisition records, prepare regular reports, and share insights with senior management.Compliance: Ensure adherence to regulatory norms, company policies, and industry standards.Required Skills & CompetenciesExcellent communication, negotiation, and presentation skills.Strong interpersonal and networking abilities.Target-oriented with proven business development skills.Sound understanding of wealth management products, financial markets, and investment strategies.High commercial awareness with problem-solving ability.Proficiency in MS Office, CRM tools, and digital business platforms.Qualifications & ExperienceGraduate/Postgraduate in Commerce, Finance, Business Administration, or related field (MBA preferred).1+ years of proven experience will be preferred in client acquisition, wealth management, or financial services.Prior exposure to HNI/corporate client handling and B2B acquisition will be highly advantageous.Compensation & BenefitsSalary Package: 2.5 LPA 4 LPA (Fixed + Performance-based Incentives).Lucrative incentive structure linked to acquisition targets and revenue generation.Additional benefits and allowances as per company policy.Career progression opportunities to Senior Acquisition Manager / Business Head roles.

Recruitment and Admin

The main role of a Candidate is to use his/her experience to grow wealth business and contribute to growth of the company & focus on B2B business.ROLES : Primary focus on B2B Channel Partner acquisition Secondary focus on Acquiring HNI/corporate customers for investment portfolio management. Cross selling of various products i.e. health insurance, motor insurance, life insurance, loans etc Achieving Sales goals from time to time. Planning & Execution of sales promotion activities. Handling investment portfolio with support of wealth expert. Build and maintain professional networks. Creating & Publishing Report and MIS. Data Mining and profile filtrations. Other official tasks as communicated from time to time.SKILL SET : Having good communication (Hindi/English/ local language) & interpersonal skills. Good Logical aptitude & hard working. Being organized and good in follow-up. Having commercial awareness. Should be computer savvy. Must have knowledge about the area.Qualifications and education requirements: Graduates or Postgraduate

MUST HAVE MUTUAL FUNDS EXPERIENCE.

The main role of a Candidate is to use his/her experience to grow wealth business and contribute to growth of the company & focus on B2B business.ROLES : Primary focus on B2B Channel Partner acquisition Secondary focus on Acquiring HNI/corporate customers for investment portfolio management. Cross selling of various products i.e. health insurance, motor insurance, life insurance, loans etc Achieving Sales goals from time to time. Planning & Execution of sales promotion activities. Handling investment portfolio with support of wealth expert. Build and maintain professional networks. Creating & Publishing Report and MIS. Data Mining and profile filtrations. Other official tasks as communicated from time to time.SKILL SET : Having good communication (Hindi/English/ local language) & interpersonal skills. Good Logical aptitude & hard working. Being organized and good in follow-up. Having commercial awareness. Should be computer savvy. Must have knowledge about the area.Qualifications and education requirements: Graduates or PostgraduateSHARE YOUR CV ON 9625674689

Responsible for servicing clients. Responsible for maintaining existing base in trade revenue & number of clients Generating incremental trade revenue & increase client base. Creating trade strategies & selection of trades. Maintaining complaints and record keeping. Planning sales promotion activities & executing with the help of co-workers. Data mining and understanding requirements and fixing the appointments. Other official tasks were communicated from time to time.SKILLSET:Having good communication & interpersonal skills.Having high attention to details.Being organized and methodical.Having commercial awareness.Should be computer savvy.

Lead Generation and Follow Up. Call / Visit Clients. Explain Product/services to Clients and Maintain a Good Working Relationship With Clients.

Offer constructive interaction with users. Knowledge of Facebook, LinkedIn, Instagram, Twitter & YouTube advertising platforms is required. Able to explain complex social media data in an understandable way. Manage the day-to-day handling of all social media channels such as LinkedIn, Facebook, Twitter, Instagram, and YouTube, adapting content to suit different channels. Develop, launch and manage new competitions and campaigns that promote your organization and brand Manage a budget for social media activities.

Data mining. Understand requirements & fixing appointments. Coordinating between wealth manager & client. Brief client about Mutual Fund, shares and General Insurance (car insr/health insr). Client /prospect profiling. Record keeping of client database. Convert leads into sales. Managing various operational and admin jobs as communicated from time to time.

Acquiring customers for financial products, like Mutual Fund, Insurance, Demat Trading, Fixed Deposits. Meeting new clients & Targets if applicable. Lead Generation and follow with prospects. Planning & Execution of sales promotion activity. Build and maintain professional networks. Creating & Publishing Report and MIS. Data Mining and profile filtrations. Other official tasks as communicated from time to time.

Responsible for servicing clients. Responsible for maintaining existing base in trade revenue & number of clients Generating incremental trade revenue & increase client base. Creating trade strategies & selection of trades. Maintaining complaints and record keeping. Planning sales promotion activities & executing with the help of co-workers. Data mining and understanding requirements and fixing the appointments. Other official tasks were communicated from time to time.