Job Description
About the job
Role Overview: Wealth Manager - Fixed Income
The role is focused on acquiring new clients, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure.
Key responsibilities
● New client acquisition: Identify, reach out to, and convert prospective clients through calls, meetings, referrals, and networking in and around Delhi / Gurgaon / North India.
● Sales closure: Own the end-to-end sales cycle—understand needs, present solutions, handle objections, negotiate, and close.
● Onboarding support: Coordinate documentation and onboarding steps with internal teams to ensure a seamless account opening/activation experience.
● Pipeline management: Maintain a healthy ...