Website:
amplioinvest.in
Job details:
Role Overview
Regional Wealth Manager, this is a primarily outbound, on-ground sales role focused on acquiring new clients across assigned locations you are based out of, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales or wealth or investments, with a strong local client network and the ability to drive in-person prospecting and end-to-end sales.
Key Responsibilities
- New client acquisition (Outbound and On-Ground): Proactively identify, reach out to, and convert prospective clients through field visits, cold meetings, local networking, referrals, and community engagement within the assigned geography.
- Sales closure: Own the end-to-end sales cycle, understand client needs, present suitable investment solutions, handle objections, negotiate, and close deals.
- Onboarding support: Coordinate documentation and onboarding steps with internal teams to ensure a seamless account opening and activation experience.
- Pipeline management: Maintain a healthy sales pipeline, track progress, and update CRM or trackers with accurate activity and conversion metrics.
- Market and product awareness: Stay updated on market trends and investment product positioning to communicate clearly and responsibly with clients.
Experience and Qualifications
- Minimum 3 years of experience in the finance sector with exposure to wealth management or investments such as mutual funds, PMS or AIF, bonds or fixed income, insurance, broking, or investment platforms.
- Strong local client network in assigned cities with demonstrated ability to generate meetings through on-ground efforts and referrals.
- Proven track record of managing the full sales process from lead generation to closure, especially in field-based roles.
- Strong communication, relationship-building, and basic analytical skills including the ability to explain investment options and risk-return clearly.
Location: To be decided
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