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 current 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

📌 Wealth Manager (Mumbai)
🏢 Choice International
📍 Mumbai