Key Responsibilities
- Drive the distribution and revenue generation for a suite of financial products including Mutual Funds, PMS, AIF, and Structured Products.
- Identify, engage, and convert prospective HNI and institutional clients into long-term investment relationships.
- Tailor wealth solutions to each client's risk profile and investment objectives, ensuring effective positioning and pitching.
- Deepen relationships with an existing client base across the wealth and broking ecosystem, serving as a primary advisory contact.
- Ensure clients are informed about product performance, market developments, and portfolio strategies.
- Collaborate with internal teams to deliver seamless, high-quality client experiences.
- Meet and exceed revenue targets through strategic mutual fund distribution, advisory services, and cross-selling of investment products.
- Represent the company at industry events, investor meetings, and networking forums to enhance the company's presence.

Overview
- a wealth management firm, a subsidiary of a commodities-focused financial group,



is on a mission to expand its wealth and investment solutions, targeting a clientele of institutional and high-net-worth individuals (HNI).
- As a newly established entity, Foresightt Fintrade is strategically positioned at the intersection of commodity markets and institutional finance, offering unique investment opportunities in physical silver and other financial products.
- The Senior Manager - Wealth Distribution will play a pivotal role in driving the distribution of financial products, focusing on mutual funds, PMS, AIF, and structured products.
- This role is ideal for a seasoned professional in wealth management or equity broking, with a robust emphasis on building and maintaining trust-based client relationships.
- The position offers a unique opportunity to contribute to a fast-growing entity with a strong backing in the silver trading industry, providing autonomy and significant impact on busin

📌 Senior Manager, Wealth Distribution (Mumbai)
🏢 Net Connect
📍 Mumbai