Wealth Manager

Wealth Manager | Partner Business

Job Overview

We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.

Locations: Ahmedabad, Delhi, Mumbai & Pune

Roles And Responsibilities

• Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
• Doing various training programs for partners to train them for various financial products.
• Maintaining relationship with partners to generate business.

Qualifications And Skills:

• MBA/ PGDM or relevant degree.
• Min 3+ years relevant experience in BFSI and Wealth domain.
• Candidates with prior experience of handling B2B Channel (Preferred).