Wealth Manager B2B Sales ( Partner Acquisition)

Key Responsibilities

• Partner Acquisition & Relationship Management:
   Identify, onboard, and build long-term relationships with B2B Partners and their client base. 
• Wealth Advisory & Solutioning:
   Understand client financial goals and recommend suitable wealth management solutions including Mutual Funds, PMS, AIFs, Bonds, and Structured Products. 
• Business Development:
   Drive growth by expanding the B2B network and generating new investment opportunities. 
• Revenue Generation:
   Achieve business targets through effective client engagement and portfolio allocation strategies. 
• Client Experience & Coordination:
   Ensure seamless onboarding and service delivery by coordinating with internal teams. 
• Market Intelligence:
   Stay updated on market trends, investment products, and competitor strategies. 

Qualifications & Experience

• Minimum 1 year of experience in Wealth Management
• Wealth Management background preferred 
• Strong understanding of investment products (MF, NCDs, PMS, AIFs, etc.) 
• Excellent relationship-building and communication skills 
• Target-driven and proactive approach