Wealth Relationship Manager/ Wealth RMB - Gujarat (Ahmedabad)

Wealth Relationship Manager/ Wealth RMB - Gujarat (Ahmedabad)

24 Sep
|
JobStation Enterprise
|
Ahmedabad

24 Sep

JobStation Enterprise

Ahmedabad

Job Description:

We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D; team makes Wealth Manager and RM partnership even stronger

Roles and Responsibilities:

- Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
- Doing various training programs for partners to train them for various financial products
- Maintaining relationship with partners to generate business
- Acquire & Soure Franchise & generate revenue
- Catering to the investment needs of clients through partners by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.




- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new partners.

Required Profile:

- Candidates with prior experience of handling B2B Channel ( Preferred)
- Should have at least 3 Years of experience handling Wealth Product Sales.
- Any Graduate / Post Graduate with relevant Experience.
- Good relationship management and service focus skills.
- Positive communication and presentation skills.
- Investment/ Wealth Product knowledge is mandatory.

Offered Benefits / Facilities :

- Bi Annual Appraisal Program.
- Aggressive incentive structure & Pay-outs, including international travel contests based on your performance.
- Emphasis on your learning and development, with comprehensive product and other training initiatives.

📌 Wealth Relationship Manager/ Wealth RMB - Gujarat (Ahmedabad)
🏢 JobStation Enterprise
📍 Ahmedabad

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