Assistant Area Sales Manager

Company Description Xpert Finance is a premier wealth advisory firm serving High-Net-Worth Individuals (HNIs) in the india . The firm focuses on high-conviction Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) that align Indian growth opportunities with global tax efficiency. With more than 10,000 trusted clients, Xpert Finance is known for building tax-optimized wealth structures rather than simply managing assets. Team members work in an environment that values expertise, client-centric advisory, and long-term relationship building. Joining Xpert Finance offers exposure to sophisticated investment solutions and a dynamic, growth-oriented culture.
Role Description The Assistant Area Sales Manager is a full-time, on-site role based in Ajmer. This role is responsible for supporting area-level sales planning, executing client acquisition strategies, and promoting wealth advisory products and services to prospective and existing clients. The position involves meeting clients, understanding their financial needs, presenting tailored investment solutions, and coordinating with internal advisory and operations teams to ensure smooth onboarding and service delivery. The Assistant Area Sales Manager will track sales performance, maintain accurate records in CRM tools, prepare periodic reports, and help organize local events or seminars to increase brand visibility. The role also includes monitoring market trends, competitor activity, and providing feedback to senior management to refine sales strategies.
Qualifications
Strong sales and business development capabilities, including lead generation, client relationship management, and negotiation skills.
Knowledge of wealth management, investment products, and financial markets; familiarity with PMS, AIF, or related advisory services is an advantage.
Excellent communication and presentation skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
Good organizational, analytical, and reporting skills, including comfort with CRM systems and basic office productivity tools.
Ability to work on-site in Ajmer, travel within the area as needed, and collaborate effectively with cross-functional teams.
Bachelor’s degree in Finance, Business, Economics, or a related field; relevant professional certifications (e.g., NISM, CFP) are a plus.
Prior experience in financial services, banking, or wealth advisory sales is preferred, along with a results-oriented and ethical approach to client service.

Work arrangement
No