Wealth Management B2B Sales

B2B Sales Executive Wealth Management

Experience: 1–2 Years

Education: Graduate

Department:Wealth Management – B2B Sales

Location : Mumbai

About the Role

We are looking for a **B2B Sales Executive** to drive business through our network of **brokers, distributors, financial advisors, and other channel partners**. The role involves developing partner relationships, generating business, and promoting a range of wealth management and investment products.

Key Responsibilities

* Develop and maintain relationships with **brokers, distributors, IFAs, and other channel partners**.

* Drive sales and business development through the B2B partner network.

* Identify new business opportunities and onboard new channel partners.

* Pitch and distribute investment products based on partner/client requirements.

* Coordinate with internal teams for **onboarding, transactions, operations, and servicing**.

* Provide regular product updates, market insights, and sales support to partners.

* Achieve assigned **sales and revenue targets**.

* Maintain regular follow-ups with existing and prospective partners.

* Ensure smooth execution of transactions and resolve partner queries on a timely basis.

Products Covered

* **Mutual Funds (MF)**

* **Bonds & NCDs**

* **Corporate Fixed Deposits (CFD)**

* **Portfolio Management Services (PMS)**

* **Alternative Investment Funds (AIF)**

Candidate Profile

* Graduate in any discipline.

* **1–2 years of experience** in B2B sales, wealth management, financial services, mutual funds, broking, or a related industry.

* Good understanding of investment and wealth management products.

* Strong communication, relationship management, and negotiation skills.

* Target-oriented with a strong business development mindset.

* Ability to build and maintain long-term relationships with channel partners.

* Good interpersonal skills and a proactive approach.