Wealth ManagementB Sales (Mumbai)

Wealth ManagementB Sales (Mumbai)

05 Oct
|
Choice International
|
Mumbai

05 Oct

Choice International

Mumbai

B2B Sales Executive Wealth Management

Experience: 1–2 Years

Education: Graduate

Department:Wealth Management – B2B Sales

Location : Mumbai

About the Role

We are looking for a B2B Sales Executive to drive business through our network of brokers, distributors, financial advisors, and other channel partners. The role involves developing partner relationships, generating business, and promoting a range of wealth management and investment products.

Key Responsibilities

- Develop and maintain relationships with brokers, distributors, IFAs, and other channel partners.
- Drive sales and business development through the B2B partner network.
- Identify new business opportunities and onboard new channel partners.
- Pitch and distribute investment products based on partner/client requirements.
- Coordinate with internal teams for onboarding, transactions, operations, and servicing.
- Provide regular product updates, market insights, and sales support to partners.
- Achieve assigned sales and revenue targets.




- Maintain regular follow-ups with existing and prospective partners.
- Ensure smooth execution of transactions and resolve partner queries on a timely basis.

Products Covered

- Mutual Funds (MF)
- Bonds & NCDs
- Corporate Fixed Deposits (CFD)
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)

Candidate Profile

- Graduate in any discipline.
- 1–2 years of experience in B2B sales, wealth management, financial services, mutual funds, broking, or a related industry.
- Good understanding of investment and wealth management products.
- Strong communication, relationship management, and negotiation skills.
- Target-oriented with a strong business development mindset.
- Ability to build and maintain long-term relationships with channel partners.
- Positive interpersonal skills and a proactive approach.

📌 Wealth ManagementB Sales (Mumbai)
🏢 Choice International
📍 Mumbai

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