Senior Investment Counsellor

Key Responsibilities Client Acquisition & Relationship Management  Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives.  Develop and maintain long-term relationships by delivering personalized investment advisory services.  Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons.  Recommend suitable investment opportunities across fixed-income and alternative investment products.  Build trust through proactive portfolio reviews and continuous engagement.  Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory  Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products  Monitor market trends, interest rates, and economic developments to provide timely investment recommendations.  Ensure investment recommendations align with clients' financial objectives and risk profiles.  Stay updated on regulatory developments impacting investment products.

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

We’re looking for a closer/sales expert. You’ll be taking around 5 to 6 thirty-minute calls each workday with potential clients, to help them make the decision of whether to enroll in our product (a coaching program that helps them land a job in management consulting). All calls are inbound. This job is 100% remote. Work hours are flexible and & you can build your schedule how you want. You have autonomy. The role is based on quick conversations, where you get to give your insights and help people make the right choice. It will be a commission heavy role (less base, more commissions).

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI-assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English

Senior Sales Executive

Working arrangement: Remote, full-time - independent contractor

Work Hours: UK Business Hours - 9:30 am to 5:30 pm/ 2:00pm–10:00pm IST

Compensation: ₹50,000–₹65,000 per month fixed, depending on experience

About DolceVisa

DolceVisa is a technology-led immigration consultancy helping individuals and families navigate Italian citizenship, visas and international mobility.

We are building a different kind of professional-services company: lean, ambitious, technology-driven and highly focused on the client experience.

We are looking for a commercially strong Senior Sales Executive to take ownership of incoming opportunities and convert qualified prospects into clients.

The Role

This is a consultative sales role rather than high-volume cold calling.

You will speak with prospective clients who are considering relatively high-value professional services, understand their circumstances, explain the appropriate service and guide them confidently through the decision-making process.

You will own your pipeline from initial consultation through to conversion.

Key Responsibilities

• Conduct sales consultations with prospective clients.
• Understand the prospect’s circumstances, objectives and concerns.
• Present DolceVisa’s services clearly and confidently.
• Manage objections around price, timing and service value.
• Follow up consistently with prospective clients.
• Convert qualified opportunities into paying clients.
• Maintain complete and accurate CRM records.
• Keep every opportunity updated with clear next actions.
• Manage your own pipeline and priorities.
• Work consistently towards monthly and quarterly revenue targets.
• Provide accurate sales forecasts and pipeline updates.
• Identify recurring objections and reasons for lost opportunities.
• Feed relevant market and client insights back into the business.
• Work closely with the client-delivery team to ensure accurate handover after conversion.
• Maintain high professional and ethical standards and avoid overpromising services or outcomes.

What We Are Looking For

You should be:

• Confident and commercially minded
• An excellent English communicator
• Comfortable selling high-value services
• Persuasive without being aggressive
• Highly organised with strong follow-up discipline
• Comfortable working towards revenue targets
• Confident speaking with international clients
• Able to build trust quickly over Zoom and telephone
• Comfortable working independently in a remote environment
• Experienced with CRM systems and structured sales pipelines
• Proactive rather than someone who needs constant supervision

Equipment expectations: own laptop, stable high-speed internet (with backup, given power/connectivity variability), quiet space for calls throughout the shift.

Preferred Experience

Ideally, you will have 2+ experience in one or more of:

• Consultative sales
• Professional services
• Immigration or relocation
• Legal services
• Education
• Financial services
• Property
• High-ticket B2C sales
• International client sales

Immigration experience is useful but not essential.

We care more about commercial ability, communication, ownership and the ability to learn quickly.

Performance

The role will have clear monthly and quarterly targets covering:

• Revenue generated
• Conversion rate
• Follow-up standards
• Pipeline management
• CRM accuracy

Working at DolceVisa

We are a small and ambitious company, so we value people who take responsibility for their outcomes and do not need to be chased.

We care about results, quality and ownership rather than simply being visibly busy.

The right person will have the opportunity to grow with the sales function as DolceVisa expands internationally.

DolceVisa   •   Live without borders

Job Title: Wealth Manager

Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time

About the Role

We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.

The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.

Key Responsibilities

Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.

Team Leadership & People Management

* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.

Qualifications

* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.

Experience

* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.

Required Skills

* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.

Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)

Role Description:

As an Inside Sales Specialist, you will connect with students and their families, offering personalized counselling to understand their educational goals and challenges. You’ll develop and implement sales strategies, track performance, and improve the overall sales process & customer experience.

• Conduct personalized counselling sessions to guide students.

• Develop and execute sales strategies to meet revenue targets.

• Track and analyze sales performance to identify improvements.

• Work with other teams to enhance the sales process.

Qualification:

• Education: Bachelor’s degree or Post-Graduation.

• Experience: 1-5 years in sales.

• Languages: Fluency in English and Kannada is Mandatory.

• Skills: Strong communication, interpersonal, and presentation skills.

Perks and Benefits:

• Paid Annual Leaves

• Long vacation during new year

• PF, Health Insurance, Team Lunches

• Great job satisfaction

• Immense learning & personal development

Additional Details:

• Job Title: Inside Sales Specialist

• CTC: 8LPA (5 LPA Fixed + 3 LPA Variable)

• Working Location: VV Puram, Bangalore

• Job Type: Full Time (On site)

• Working Days: 6 days

• Experience: 1-5 years

• Immediate Joiners required.

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

Job Title: Inside Sales Specialist

Experience: 1 – 3 Years

Location: VV Puram, Bengaluru

Work Mode: Full-Time | On-Site | 6 Days

CTC: 8 LPA ( 5 LPA Fixed + 3 LPA Variable )

Notice Period: Immediate to 7 Days

Role Description:  

 As an Inside Sales Specialist, you will connect with students and their families, offering personalized counselling to understand their educational goals and challenges. You’ll develop and implement sales strategies, track performance, and improve the overall sales process & customer experience. 

• Conduct personalized counselling sessions to guide students.  
•  Develop and execute sales strategies to meet revenue targets.  
•  Track and analyze sales performance to identify improvements.  
•  Work with other teams to enhance the sales process. 

Qualification:  

•  Education: Bachelor’s degree or Post-Graduation.  
•  Experience: 1-2 years in sales . 
•  Languages: Fluency in English and Kannada is required.  
•  Skills: Strong communication, interpersonal, and presentation skills. 

Perks and Benefits:  

•  Paid Annual Leaves 
•  Long vacation during new year  
•  PF, Health Insurance, Team Lunches 
•  Great job satisfaction  
•  Immense learning & personal development  

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office