Univest - Sales Manager - Mutual Funds

The Opportunity:
We are looking for a high-performing sales professional with a strong background in Mutual Fund sales and Wealth Management. The ideal candidate should have a proven ability to acquire and manage HNI/UHNI clients, build long-term relationships, and consistently deliver exceptional sales performance.
For the right candidate, compensation is not a constraint.
Key Responsibilities:
- Acquire and manage HNI/UHNI clients for Mutual Fund investments.
- Understand clients' financial goals and recommend suitable Mutual Fund solutions.
- Drive revenue through new client acquisition, relationship management, and portfolio expansion.
- Cross-sell investment products in collaboration with internal teams.
- Conduct investment discussions, portfolio reviews, and client presentations.
- Build strong referral networks and maintain long-term client relationships.
- Achieve and exceed monthly and quarterly sales targets.
- Stay updated on market trends, Mutual Fund products, and regulatory developments.
What We're Looking For:
- 25 years of proven experience in Mutual Fund Sales.
- Strong experience in acquiring and managing HNI/UHNI clients.
- Thorough understanding of Mutual Funds, SIPs, ELSS, Debt Funds, Hybrid Funds, and Portfolio Allocation.
- Proven sales track record with consistent target achievement.
- Excellent communication, presentation, negotiation, and relationship-building skills.
- Strong client-first approach with the ability to build trust and long-term relationships.
- Self-driven, entrepreneurial mindset with a passion for wealth creation.