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 robust 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
.
- Strong product platform and research support.
- High-growth, client-facing opportunity.

📌 Wealth ManagerB sales (Pune City)
🏢 Choice International
📍 Pune City