Job Description

- We are looking for a high-performing B2C Investor Sales Relationship Manager to drive both investor acquisition and lead conversion within the HNI & UHNI segment.- This role is ideal for someone with strong people skills, a proven sales track record, and the ability to build trust-based client relationships.Key Responsibilities:- Convert qualified HNI/UHNI leads generated by our internal team into active investors.- Independently acquire new investors through personal networks, referrals, events, and outreach.- Build and nurture long-term client relationships to drive repeat investments.- Present and pitch BetterInvests structured investment products with clarity and confidence.- Manage the complete sales cycleinitial connect, pitch, negotiation, onboarding, and closure.- Achieve monthly and quarterly acquisition & conversion targets.- Collaborate with marketing and operations for seamless lead generation and onboarding.What Were Looking For:- 2-4 years of experience in B2C investment sales, wealth management, private banking, or financial product sales.- Strong communication, negotiation, and closing skills.- Proven track record in lead conversion and client acquisition.- Existing network of HNI/UHNI investors is a strong plus.- Bachelors degree in Finance, Business, or related field (MBA preferred). (ref:updazz.com)

Skills Required