Role & responsibilities
Acquire, onboard, develop, and manage new channel partners and IFAs.
Handle and manage HNI / Ultra HNI clients.
Develop business through channel partners and IFA relationships and strengthen existing relationships.
Demonstrate sound understanding of Wealth Management products such as Mutual Funds, Bonds, PMS, AIFs, and other third-party financial products.
Generate business through secondary bonds and third-party financial products.
Achieve annual revenue, AUM, and strategic product targets for the assigned geography.
Conduct partner / IFA training and product awareness sessions.
Drive product penetration and revenue growth.
Regularly review client portfolios and provide suitable investment insights and recommendations.
Build a robust network of IFAs, channel partners, and clients within the assigned market and identify recent business prospects

Preferred candidate profile

2+ years of experience in Wealth Management / B2B Channel Sales / IFA Channel.

Qualification

MBA / PGDM / Graduate

Open Locations :-
Surat
Varanasi
Indore
Guwahati
Bhubaneswar
Patna
Ranch
Coimbatore
Jaipur
Bhopal
Nagpur
Agra
Rajkot
Jamshedpur

📌 Wealth Manager/ Ifa Mumbai
🏢 Vanita Acharya
📍 Mumbai