Sales Manager
Sales Manager at Orbit Verify in the wealth management domain focusing on the Independent Financial Advisor channel. Responsibilities include strategic planning for network expansion, B2B sales, relationship management, and regulatory compliance. Candidates must have experience in B2B sales within wealth management and knowledge of financial products. The role requires proficiency in CRM and data tools to drive business growth.
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Experience
2+ years
Function
Sales
Work mode
Onsite, India
Company
Tier 2
What you will work on
Sales Manager at Orbit Verify in the wealth management domain focusing on the Independent Financial Advisor channel. Responsibilities include strategic planning for network expansion, B2B sales, relationship management, and regulatory compliance. Candidates must have experience in B2B sales within wealth management and knowledge of financial products. The role requires proficiency in CRM and data tools to drive business growth.
TAL's take
Tier 2 company with clearly defined sales scope in wealth management.
Crisp JD with well-defined responsibilities, clear channel (IFA), and specific industry focus.
Watchouts
- 6 days working
Must haves
- Bachelor’s/Master’s degree in Business Administration, Finance, or related field
- Minimum 2 years of experience in B2B sales in wealth management
- Proven track record of managing and growing IFA network
- Understanding of financial products including mutual funds, insurance, and PMS
- Proficiency in CRM tools, MS Office, and data analytics software
Tools and skills
About the company
unfamiliar company, default mid-tier
Posts mentioning Orbit Verify
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