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 current investment prospects.
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