B2B Wealth Management – Job Description
Experience: 1+ Year | Industry: Wealth Management
We are looking for a dynamic professional to drive B2B partnerships and wealth management distribution, while building strong relationships with HNI and emerging affluent clients.
Key Responsibilities
Acquire, onboard, and manage B2B partners and their client relationships.
Identify client needs and recommend solutions across Mutual Funds, PMS, AIFs, Bonds, NCDs & Structured Products.
Drive business growth through partner acquisition and client engagement.
Achieve revenue and business targets through effective portfolio allocation.
Coordinate with internal teams to ensure smooth onboarding and service delivery.
Track market trends, products, and competitor strategies.




Candidate Profile
Minimum 1 year of experience in Wealth Management.
Strong understanding of investment products and financial markets.
Experience in B2B/Channel Sales or Wealth Management preferred.
Excellent relationship management and communication skills.
Target-oriented, proactive, and business-focused.
Why Join Us?
Opportunity to build a career in Wealth Management.
Exposure to HNI/UHNI clients and B2B distribution.
Solid product platform and research support.
High-growth, client-facing opportunity.

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