Wealth Manager, B2B Sales

About the job

We're Hiring: B2B Senior Manager (Sales) – Wealth Management | Guardian Capital

? Jubilee Hills, Hyderabad | Work from Office (5 days)

About Guardian Capital

Guardian Capital has been awarded "The Best Investment Advisory Firm Across India" by CNBC-TV18. We're an Elite Wealth and Asset Management firm offering Wealth Management, Financial Planning, and Taxation services — all under one roof, fully customizable to each client's needs.

About the Role

We're looking for a dynamic B2B Senior Manager (Sales) – Wealth Management, specializing in Partner and Business Acquisition. The ideal candidate brings a strong B2B sales and business development background with a proven track record of building relationships with professionals and businesses — plus an entrepreneurial mindset and a proactive approach to forging B2B partnerships and generating qualified business opportunities for Guardian.

What You'll Do

1. Partner Acquisition & Referrals
   

• Proactively identify and approach potential B2B partners through daily outreach (calls, emails) and in-person meetings
  
• Build relationships with CAs, doctors, hospitals, business owners, and other professionals
  
• Maintain 10+ active professional relationships and generate qualified referrals through regular engagement
  

2.Lead Generation

• Meet prospective clients through varied sourcing channels
  
• Design and execute BD strategies — industry events, outreach stalls, professional seminars, CEO lunches, and targeted marketing initiatives
  

3.Business Development Strategy

• Operate against daily, monthly, and annual targets across calls, meetings, relationship development, and partnership conversions — plus AUM, revenue, and client outcomes
  
• Independently build and manage a pipeline of new B2B relationships and opportunities
  

Requirements

What We're Looking For

2–3 years of B2B/business development experience

Proven field-sales experience with the ability to build your own pipeline

Experience selling to professionals, businesses, or decision-makers

Experience managing relationship-led sales cycles

Experience with CA firms or professional networks preferred

Benefits

Why Work at Guardian?

? We believe our people are our greatest assets

? We hire only individuals with integrity, passion, and a drive to be the best

? We're in a high-growth phase — with real career advancement opportunities and Stock Appreciation Rights (SARs)

? Continuous professional development in a culture that pushes you to become the best version of yourself

? A chance to make a real difference in the financial lives of the families who trust us