- Designation – Manager
- Qualification – Bachelor’s degree in Business, Finance; MBA is added advantage
- Location – Stamford – Connecticut / New York
- Experience – 4 – 6 Years
Job Roles and Responsibilities:
- Identify and pursue new business opportunities through direct outreach, networking, referrals, and industry events
- Drive end-to-end sales cycle including prospecting, presentations, solutioning, pricing, negotiations, and closure
- Develop a strong pipeline and regularly update CRM with detailed client interaction history and deal progress
- Understand client requirements and effectively position Asset Vantage’s SaaS platform as the ideal solution
- Collaborate with internal teams (Product, Marketing, Customer Success, & Implementation Team) to tailor offerings and ensure successful onboarding
- Represent Asset Vantage at industry forums, webinars, and conferences
- Build long-term relationships with clients and partners to ensure high satisfaction and explore upselling opportunities
- Stay informed about market trends, competitive landscape, and regulatory changes affecting the wealth tech space
Technical Skills:
- Prior experience dealing with HNWIs, wealth managers, family offices, financial institutions is essential
- Excellent communication, presentation, and interpersonal skills
- Proven track record of achieving revenue and client acquisition targets
- Self-starter with strong business acumen and the ability to work independently
- Willingness to travel domestically and internationally as required
Qualifications and Experience:
- Bachelor’s degree in Business, Finance; MBA is added advantage
- 5–8 years of experience in B2B sales, preferably in SaaS, or WealthTech Industries