2+ years of experience in Wealth Management / B2B Channel Sales / IFA Channel
What We’re Looking For
Experience in B2B Channel Sales / IFA Channel, preferably in the Wealth Management industry
Excellent communication and relationship-building skills
Strong knowledge of financial products, markets, and the local market
Ability to build and maintain strong relationships with channel partners, IFAs, and HNI / Ultra HNI clients
Key Responsibilities
Acquire, onboard, develop, and manage recent 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 strong network of IFAs, channel partners, and clients within the assigned market and identify current business prospects
Pay: ₹600,000.00 - ₹800,000.00 per year
Work Location: In person
📌 Wealth Manager / Ifa Mumbai (India)
🏢 Peoplelab Advisory
📍 India
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