Wealth Manager B2B sales

B2B Wealth Management – Job Description

Experience: 1+ Year | Industry: Wealth Management

We are looking for a dynamic professional to drive B2B partnerships and wealth management distribution, while building strong relationships with HNI and emerging affluent clients.

Key Responsibilities

• Acquire, onboard, and manage B2B partners and their client relationships.
• Identify client needs and recommend solutions across Mutual Funds, PMS, AIFs, Bonds, NCDs & Structured Products.
• Drive business growth through partner acquisition and client engagement.
• Achieve revenue and business targets through effective portfolio allocation.
• Coordinate with internal teams to ensure smooth onboarding and service delivery.
• Track market trends, products, and competitor strategies.

Candidate Profile

• Minimum 1 year of experience in Wealth Management.
• Strong understanding of investment products and financial markets.
• Experience in B2B/Channel Sales or Wealth Management preferred.
• Excellent relationship management and communication skills.
• Target-oriented, proactive, and business-focused.

Why Join Us

• Opportunity to build a career in Wealth Management.
• Exposure to HNI/UHNI clients and B2B distribution.
• Strong product platform and research support.
• High-growth, client-facing opportunity.