Job Description

We are seeking a dynamic and results-driven

Sales Manager

to lead our Wealth Management and Portfolio Management sales initiatives within our

franchise sales business model

. The role primarily focuses on

acquiring and managing High Net-Worth Individual (HNI) investors

, driving investment opportunities, and building long-term client relationships while contributing to the growth of our franchise network.

Key Responsibilities

Drive

client acquisition

by actively identifying and engaging

HNI and Ultra HNI investors

. Present and promote a wide range of

wealth management and portfolio management solutions

tailored to client investment goals. Develop and implement sales strategies to

expand the franchise network

and increase Assets Under Management (AUM). Achieve

monthly, quarterly, and annual sales targets

for client acquisition, investments, and revenue growth. Build strong, trust-based relationships with prospective and existing HNI clients. Conduct financial planning discussions, portfolio reviews, and investment advisory sessions. Collaborate with internal teams for smooth onboarding and servicing of HNI clients and franchise partners. Keep up-to-date with market trends, competitor offerings, and economic developments to provide informed recommendations to clients. Represent the company at seminars, networking events, investor meets, and other forums to enhance brand visibility.

Key Requirements

Graduate/Postgraduate in Finance, Business, or related field;

MBA/CFP/CFA

preferred. 5-8 years of experience in

wealth management / portfolio management / investment advisory / franchise sales

. Proven track record of

HNI client acquisition

and achieving investment sales targets. Strong understanding of

financial markets, investment products, and wealth planning tools

. Excellent

networking, negotiation, and relationship-building skills

. Entrepreneurial, self-driven mindset with ability to work in a target-oriented environment. Ability to present complex investment concepts in a clear and compelling manner.

What We Offer

Performance-linked

incentives and rewards

. A platform to work with a rapidly growing

franchise-based wealth management network

. Continuous skill development, training, and exposure to diverse investment products. Opportunity to build long-term career growth in

HNI and UHNI wealth management

.

Ideal Candidate:

A goal-oriented professional with an extensive

network of HNIs

, strong knowledge of wealth/portfolio management, and the drive to scale sales through

franchise partnerships.

Job Type: Permanent

Pay: ?25,000.00 - ?100,000.00 per month

Benefits:

Work from home
Application Question(s):

Are you ok with dealing with sales pressure and targets? Only apply if you enjoy working with targets?
Education:

Master's (Preferred)
Experience:

Wealth Management Sales: 5 years (Required) Portfolio management sales: 5 years (Required) Investors Relationship Management: 5 years (Required) Sales: 5 years (Required)
Work Location: Remote