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 recent 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
Solid 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 Pune
🏢 Choice International
📍 Pune