iVentures Capital
Website:
iventurescapital.in
Job details:
Company Overview
iVentures Capital is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we manage assets worth ₹1,200+ crore for over 850 affluent relationships, including UHNIs, CEOs, CXOs, Founders, Trusts, and Family Offices.
Visit us at www.iventurescapital.in
We are looking for an experienced Senior Sales Manager – Private Wealth to drive business growth by acquiring and managing HNI/UHNI client relationships while delivering comprehensive wealth management solutions.
Key Responsibilities
- Acquire and onboard HNI & UHNI clients.
- Generate new business through referrals, networking, and strategic partnerships.
- Build and maintain a strong sales pipeline. And engage existing relationships
- Achieve growth in AUM and revenue
- Build strong and enduring relationships with clients.
- Conduct regular portfolio reviews and maintain high client satisfaction.
- Advise clients on:
- Mutual Funds/PMS/AIFs/Bonds & Fixed Income/Structured Products/Alternate Investments
- Ensure compliance with SEBI and KYC/AML regulations.
- Coordinate with Operations, Research, and Investment teams for seamless client servicing.
- Maintain accurate client records and documentation.
Qualifications & Skills
- Graduate/Postgraduate in Finance, Commerce, Business, or a related field.
- MBA (Preferred)
- Minimum 5 years in Wealth Management, Private Banking, or Financial Services.
- Experience handling HNI/UHNI clients is mandatory.
- 30+ Age ( preferred )
- NISM/AMFI (Mandatory)
- CFP/CFA (Added advantage)
Skills
- Hands on experience on using AI tools.
- Strong command over sales presentations, influence, negotiation and communication skills
- Client acquisition & relationship management
- Sales & business development/ leadership role to manage team
- Strong command over different asset class in financial markets
- MS Excel, PowerPoint & CRM tools
What to Expect?
- Work with a premium Indian & Global HNI/UHNI client base.
- Competitive salary with performance incentives.
- Direct exposure to senior leadership.
- High-growth, entrepreneurial work environment.
- Continuous learning and career advancement opportunities.
📍 Location: Gurgaon
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