Wealth Manager

Roles and Responsibilities :

• Develop and maintain relationships with existing clients to increase sales revenue through cross-selling of mutual funds, PMS, AIFs, and other financial products.
• Identify new business opportunities by prospecting for potential clients and building a strong pipeline of leads.
• Collaborate with internal teams to resolve client queries and issues in a timely manner.
• Analyze market trends and competitor activity to stay ahead in the competitive distribution landscape.

Job Requirements :

• 1-4 years of experience in B2B sales or franchisee development in the financial services industry.
• Strong understanding of distribution channel sales, including sub-broking and distribution development.
• Proven track record of meeting or exceeding sales targets in a fast-paced environment.