Website:
amplioinvest.in
Job details:
Role Overview
Associate Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 2+ 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 Mumbai.
- 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 sales pipeline, track progress, and update CRM/trackers with accurate activity and conversion metrics.
- Market & product awareness: Stay updated on market trends and investment product positioning to communicate clearly and responsibly with clients.
Experience & qualifications
- Minimum 1+ years of experience in the finance sector with prior exposure to wealth management/investments (e.g., mutual funds, PMS/AIF, bonds/fixed income, insurance, broking, or investment platforms).
- Strong client network in and around Mumbai with demonstrated ability to generate meetings and referrals.
- Proven track record managing the full sales process from lead generation to closing.
- Strong communication, relationship-building, and basic analytical skills (presenting options, explaining risk/return at a high level, etc.).
Location - Vile Parle (West)
About Company
At Amplio, we’re focused on transforming the financial landscape. Through our innovative solutions like Invoice Discounting and Amplio Wealth, we empower investors and founders every day to take control of their financial futures. Driven by integrity and innovation, our team is passionate about redefining the investment sector.
Our culture is built on:
Customer Centricity: Prioritising our users' needs and tailoring every interaction to enhance their financial journey.
Innovation and Ownership: Continuously evolving our platform to provide cutting-edge investment solutions while empowering our team to innovate.
Simplicity: Crafting intuitive and user-friendly products that streamline the investment process.
Long-term Vision: Committed to creating lasting value for our users by focusing on sustainable growth and enduring relationships.
Transparency: Building trust through open operations and clear communication with our community.
Mission: To broaden access to investment opportunities, making them available to a wider audience while simplifying fundraising for founders through our comprehensive engagement platform.
Vision: Empowering every individual and business with the knowledge, tools, and confidence to thrive in the investment world, becoming their trusted financial partner.
Join us in reshaping finance for all!
#AmplifyYourWealth
Click on Apply to know more.