Sr Wealth Manager (Business Development)

· Develop and implement effective strategies to acquire new clients and expand existing accounts.

· Drive penetration in target markets to meet and exceed sales and revenue goals.

· Generate business across financial fitness products, including Goal Planning, Budgeting & Taxation, Loan Management, Insurance Planning, Investment Planning, and Estate Planning.

· Take ownership of branch-level revenue targets and consistently drive performance.

· Analyze sales data, lead conversion rates, product performance, and client behaviour to identify opportunities and improve productivity.

· Prepare and review regular performance reports, dashboards, and business forecasts for management review.

· Offer customized financial solutions to HNI and retail clients based on their investment goals and risk profiles.

· Guide clients through investment, insurance, and wealth protection planning.

· Establish and nurture strong relationships with existing and potential clients to ensure retention and satisfaction.

· Uphold delivery standards and resolve client queries efficiently.

· Lead, train, and motivate the in-house sales team and channel partners to drive high performance.