Employer branding · Banking and financial services
A relationship manager joins you with one question: will my clients still trust me?
A wealth, asset management or advisory firm hires relationship managers who carry their clients' trust with them and will not risk it at a firm that pushes product. GullySales writes the careers page and role posts that show how advice is actually decided here, inside whatever your compliance officer allows.
In one paragraph
A wealth, asset management or advisory firm hires relationship managers who carry their clients' trust with them and will not risk it at a firm that pushes product. GullySales writes the careers page and role posts that show how advice is actually decided here, inside whatever your compliance officer allows.
Also written for
Wealth management companies, Asset management companies, Investment advisory companies, Portfolio managers.
Where this sits
For wealth and asset management companies
Where it usually goes wrong, and what we would do.
“The manager is protecting a reputation, not a CV”
Somebody with a book has spent years being the person a family rings before a decision. Joining a firm known for selling whatever pays best costs them that, and they will not do it for a better payout.
“Your research desk is the recruitment argument and it is hidden”
How a product gets onto your approved list, who is allowed to say no, and what happens when a distributor offers more. Written down, that recruits the managers you want and puts off the ones you do not.
“The payout structure decides who applies”
If the sharing rewards volume in one product, you will hire people who sell that product. A page about advice sitting on top of that is a contradiction, and candidates in this market find it by the second interview.
“Analysts and operations are hired on completely different ground”
A research analyst wants to know what they cover and whether the note goes out under their name. Dealing and operations want the volumes and the systems. One paragraph cannot serve both.
What we do
What we deliver for wealth and asset management companies.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A careers page that explains how advice is decided
The investment committee, the approved list, who can override it, how conflicts are handled. We draft it in plain language and your compliance officer approves it.
Result: The relationship manager reads the one thing they actually needed to know.
Separate posts for managers, analysts and operations
Each with the client segment or coverage, the systems used, who reviews the work and what the person signs their name to.
Result: You stop interviewing dealers for a research seat.
The payout conversation, in words
What the structure rewards, explained in sentences rather than a slab table lifted from an internal sheet. If it rewards something you would rather not advertise, better to know before hiring against it.
Result: Candidates negotiate on the real terms instead of discovering them in month two.
Interviews with your own managers and analysts
What made them leave the last firm, and what they would tell somebody still there. Published with their agreement.
Result: A page that persuades the exact person you are trying to hire.
A sweep of what must not appear
Returns, performance figures and client names have no place in recruitment material. We keep them out and flag anything already on your site that your compliance officer should look at again.
Result: A hiring page that does not become a regulatory problem.
How the result is measured
- Applications received per open role
- Careers page engagement and time on page
- Candidate drop-off during the interview process
- Referral hires as a share of total hires
Recorded as a baseline before work starts, then reported every month against it.
How it works
From your first message to the first monthly report.
No open-ended retainer. Each step has a point in time and something you receive.
01 · Day 1
Free audit call
45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
02 · Within a few working days
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.
03 · Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.
04 · Month 1
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
05 · Every month
Report against the baseline
What moved, what did not, and what changes next, in plain words.
06 · Month 3 to 6
Renew on the numbers
The term ends and you decide whether to continue from the results. No twelve-month lock.
How the work runs for wealth and asset management companies
- 1
Talk to current employees
We interview a cross-section of staff honestly, including some who might raise uncomfortable points.
- 2
Find the genuine reasons to join
We identify what is actually true and attractive about working there, rather than generic claims that could apply anywhere.
- 3
Build the careers content
The careers page, job post templates and employee stories are written from what staff actually said.
- 4
Review the candidate experience
We check what happens between application and offer, since branding cannot fix a process that loses candidates through delay.
- 5
Hand over and refresh periodically
Content is handed over for ongoing use and revisited periodically as the team and roles change.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every monthly report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No lock-in, no guarantees we cannot keep
Three to six months at a time. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 45-minute call with the person who will do the work
- A written, scored report on the six places orders leak, within a few working days
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
What are we allowed to say in a job advertisement?
Our best managers are hired away every year. Will this change it?
Do you recruit or introduce relationship managers?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Banking and financial services
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