B2B Wealth Management – Job Description

Experience:
1+ Year |
Industry:
Wealth Management

We are looking for a dynamic skilled 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
.
Robust 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