Customer Relationship Manager

Full-time Advertising, Marketing, Promotions, Public Relations, and Sales Managers

About the job Role Overview: Wealth Manager - Fixed Income The role is focused on acquiring new clients, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure. Key responsibilities ● New client acquisition: Identify, reach out to, and convert prospective clients through calls, meetings, referrals, and networking in and around Delhi / Gurgaon / North India. ● Sales closure: Own the end-to-end sales cycle—understand needs, present solutions, handle objections, negotiate, and close. ● Onboarding support: Coordinate documentation and onboarding steps with internal teams to ensure a seamless account opening/activation experience. ● Pipeline management: Maintain a healthy sales pipeline, track progress, and update CRM/trackers with accurate activity and conversion metrics. ● Market &...