Client Engagement & Sales Manager – Bengaluru

Location:Bengaluru Company: Mentor WealthAbout Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand.About the Role We are looking for a sharp, energeticClient Engagement & Sales Managerwho thrives in atarget-driven , performance-oriented environment. This role demands complete ownership of sales outcomes, relationship excellence, and the ability to influence HNI clients with clarity and confidence.Key Responsibilities •Own and deliver monthly and quarterly sales targetsfor mutual funds and investment products • Build deep, trust-led relationships with HNI clients across Bengaluru • Conduct client assessments and recommend tailored investment solutions • Maintain precise CRM pipelines, activity logs, and conversion reports • Represent Mentor Wealth at networking events and stay updated on market and regulatory trendsWhat We Expect (Skills & Experience) Industry & Technical: • 5–6 years of experience in mutual funds or high-intensity sales roles • Strong understanding of investment products, CRM workflows, and digital KYC • Bachelor’s degree; AMFI/NISM certification preferredSoft Skills: • Exceptional communication and a confident, engaging presence •Strong target-achievement mindset and persuasive selling ability • Solid understanding of the Bengaluru market with a strong HNI network • Ethical, disciplined, and deeply client-centric • Proficiency in the local languageWhat’s in It for You • Accelerated growth into roles • Continuous learning, certifications, and mentorship • Attractive performance-linked rewards and recognition • A dynamic, tech-enabled workspace that encourages innovation • Strong focus on professional and personal well-being

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