Job Description

Role Overview

Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, 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

  1. New client acquisition: Identify, reach out to, and convert prospective clients through calls, meetings, referrals, and networking in and around Mumbai.
  2. ​Sales closure: Own the end-to-end sales cycle—understand needs, present solutions, handle objections, negotiate, and close.
  3. ​Onboarding support: Coordinate documentation and onboarding steps with internal teams to ensure a seamless account opening/activation experience.
  4. ​Pipeline management: Maintain a healthy sales pipeline, track progress, and update CRM/trackers with accura...

Apply for this Position

Ready to join Amplio Invest? Click the button below to submit your application.

Submit Application