Wealth Manager
Company: Choice Connect Pvt. Ltd.
Locations: Mumbai, Pune
CTC: 6,00,000 8,00,000
Role Overview
We are seeking a energetic and result-oriented professional to drive strategic partnerships with B2B and expand our wealth management distribution network. This role focuses on building strong relationships and delivering tailored wealth solutions to HNI and emerging affluent clients.
The candidate will act as a trusted advisor to B2B and their clients, enabling long-term wealth creation and business growth.
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
Solid understanding of investment products (MF, NCDs, PMS, AIFs, etc.)
Excellent relationship-building and communication skills
Target-driven and proactive approach

Why Join Us
Prospect to build a solid career in Wealth Management
Exposure to HNI/UHNI client segment
Strong product platform and research support
High-growth, client-facing role

📌 Wealth Manager Pune (India)
🏢 Choice International
📍 India