Job Description

Role OverviewWe are looking for a Senior Associate - B2C Investor Sales to acquire, onboard, and manage HNI & UHNI retail investors. This role will focus on direct client acquisition, investment pitching, relationship management, and closure of deals for unique media financing opportunities.If you have experience in wealth management, private banking, or investment product sales and a strong network of high-net-worth investors, this role offers high-growth potential with attractive incentives.Key ResponsibilitiesInvestor Acquisition: Identify, reach out to, and convert HNI & UHNI investors into active clients.Relationship Management: Maintain regular engagement with investors to understand their portfolio needs and recommend suitable opportunities.Sales Closure: Manage the end-to-end sales cycle from first contact to final investment.Product Pitching: Present and explain investment offerings in a compelling manner.Lead Generation: Build a strong investor pipeline through networking, referrals, and industry events.Target Achievement: Consistently achieve monthly and quarterly sales targets.Collaboration: Work closely with marketing and operations teams for lead generation and smooth investor onboarding.QualificationsExperience: 2-4 years in B2C investment sales targeting HNIs/UHNIs, preferably in wealth management, private banking, or alternative investments.Network: Pre-existing relationships with high-net-worth investors is a strong advantage.Skills: Strong communication, presentation, and closing skills.Education: Bachelor's degree in Finance, Business, or related field; MBA is a plus. (ref:updazz.com)