B2B Wealth Management –

Experience: 1+ Year | Industry: Wealth Management

We are looking for a agile 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 prospect.

📌 Wealth Managerb Sales Pune
🏢 Choice International
📍 Pune