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 qualified in wealth management or equity broking, with a strong 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 business growth.

Requirements

- 8–12 years of experience in wealth management, equity broking, or financial product distribution with a strong sales track record.

- Proven expertise in distributing Mutual Funds, PMS, AIF, or Structured Products to HNI or institutional clients.

- Established client book or strong relationships within the wealth and broking community.

- Ability to operate in a lean, early-stage environment, contributing to process and framework development.

- NISM certifications (Series V-A, Series XXI-A, or equivalent) are strongly preferred.

- Familiarity with commodity markets or alternative investment products is advantageous.

- Excellent communication and relationship-building skills, with a focus on trust and long-term engagement.

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