Key Responsibilities

- Partner Acquisition & Relationship Management: Identify, onboard, and build long-term relationships with B2B Partners and their client base.

- Wealth Advisory & Solutioning: Understand client financial goals and recommend suitable wealth management solutions including Mutual Funds, PMS, AIFs, Bonds, and Structured Products.

- Business Development: Drive growth by expanding the B2B network and generating new investment opportunities.

- Revenue Generation: Achieve business targets through effective client engagement and portfolio allocation strategies.

- Client Experience & Coordination: Ensure seamless onboarding and service delivery by coordinating with internal teams.

- Market Intelligence: Stay updated on market trends, investment products, and competitor strategies.

Qualifications & Experience

- Minimum 1 year of experience in Wealth Management
- Wealth Management background preferred
- Robust understanding of investment products (MF, NCDs, PMS, AIFs, etc.)
- Excellent relationship-building and communication skills
- Target-driven and proactive approach

📌 Wealth ManagerB Sales ( Partner Acquisition) (Mumbai)
🏢 Choice International
📍 Mumbai