Workassist
Website:
workassist.in
Job details:
Work Level: Senior Leadership
Core: Self Motivated, Result Driven, Disciplined, Networking
Leadership: Articulate, Alignment to Organisation Goals, Deliver Results (Team/Organisation), Understanding of Strategic Goals, Persuasive/Negotiation skill
Industry Type: Asset ManagementFinancial Services
Function: Sales Manager
Key Skills: B2B Sales,B2C Sales,New Client Acquisition,Onboarding Clients,Corporate Client Onboarding
Education: Graduate
Note: This is a requirement for one of the Workassist Hiring Partner.
Primary Responsibility:
Drive new client acquisitions and ensure a seamless client onboarding experience
We are a SEBI-registered discretionary portfolio manager offering equity, debt, multi-asset, and investment advisory services. As we look to significantly expand our presence in Delhi, we are seeking a very experienced professional to join our team.
This senior role offers the opportunity to leverage our partner’s extensive network, engage directly with HNI and UHNI clients, and close high-value deals independently, contributing meaningfully to the firm’s growth in the region. Professionals joining at this stage will gain exposure to the business-building side of wealth and asset management, including client acquisition, relationship management, and driving the firm’s continued growth across markets.
We are looking for a seasoned Sales Relationship Manager in Delhi.
Key Responsibilities:
- Drive new client acquisition within the Mass Affluent, HNI, and UHNI segments through networking, referrals, outreach initiatives, and market leads.
- Ensure a seamless client onboarding experience, coordinating with internal operations and customer service teams to deliver efficient and high-quality client service.
- Participate in client financial planning and portfolio discussions, including asset allocation, understanding client requirements and risk appetite, and supporting the development of investment strategies aligned to client financial goals.
- Build and manage long-term client relationships within the region, focusing on client retention, engagement, and incremental AUM growth.
- Work towards achieving revenue targets and AUM growth, while identifying opportunities to introduce relevant public market investment solutions to clients.
- Support sales and client engagement initiatives, including events, outreach activities, and analytics that help strengthen client relationships and support business growth.
Company Description
Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience. Our e-recruitment technology enables us to quickly adapt to the new normal and assist both job seekers and employers in finding the right match.
We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. Our goal is to enhance the job seeking experience and provide the best opportunities for job seekers and the best talent for employers from all over the world.
For a seamless job search experience, please visit: https://bit.ly/3QBfBU2.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!
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