Wealth Manager- Indore

Acquire and onboard high-net-worth retail clients using personal networks to drive investments in Fixed Deposits, Bonds, and Mutual Funds with target ticket size ₹5–10 lakhs.

Own the entire sales cycle including acquisition, negotiation, closure, and client relationship management with minimal support.

Meet aggressive monthly and quarterly sales targets, maintain pipelines via CRM, ensure compliance, and accurate MIS tracking.

Minimum 3 years client acquisition experience in banks, NBFCs, securities firms, or liability-based products.

Must have strong personal client networks and prior direct sales experience to retail customers.

Local city experience and network required (experience must be in the same city as application).

Graduate degree required; MBA preferred.

Proven track record of high-value retail customer acquisition and closure in financial services with strong negotiation skills.

Data-driven and process-oriented with solid CRM usage experience and ability to manage sales funnels and execution on ground.

Comfortable working under target pressure with high ownership and resilience for a performance-driven role.