- Designation – Manager
- Qualification – Bachelor’s degree in Business, Finance; MBA is added advantage
- Location – Mumbai
- Experience – 3 – 5 Years
Job Roles and Responsibilities:
- Identify, qualify, and engage potential clients within the US market, including family offices, CPA firms, wealth managers, and financial institutions
- Lead the full sales cycle — from prospecting and needs analysis to demos, solutioning, negotiation, closing and collection
- Develop a deep understanding of Asset Vantage’s platform and articulate its value proposition to senior stakeholders and decision-makers
- Build and maintain a strong pipeline using CRM tools and generate regular reports on pipeline health and progress
- Collaborate with internal teams (Solutions, Product, Marketing, Implementation Team & Customer Success) to ensure smooth onboarding and post-sale success
- Represent Asset Vantage at US-based events, webinars, and conferences
- Stay updated on trends in the US family office, private wealth, and financial technology sectors
Technical Skills:
- Prior experience working with US- clients, especially in the private wealth or family office space, is strongly preferred
- Exceptional communication and presentation skills with the ability to engage and influence senior decision-makers
- Proven track record of meeting or exceeding sales targets in a consultative selling environment
- Comfortable working flexible hours to align with US time zones
- Self-motivated, detail-oriented, and capable of working independently as well as part of a global team
Qualifications and Experience:
- Bachelor’s degree in Business, Finance; MBA is added advantage
- 5–8 years of experience in B2B sales, with a focus on SaaS or WealthTech Industries