About the opportunity
Job Overview
<p>Wealth Manager, B2B will be responsible for managing, and growing channel partners such as Banks , distributors, and other financial intermediaries and ensuring revenue growth of all wealth products</p> <p>-Conduct meetings, presentations, and product discussions to bring partners onboard.
- Partner Engagement & Relationship Management
- Maintain long-term, trust-based relationships with active partners.
- Provide them with regular product updates, training, and investment insights.
- Business Growth
- Drive investments and AUM through channel partners.
- Achieve monthly and quarterly business targets through partner-led sourcing.
- Work closely with partners to generate leads and execute client investment strategies.
- Product & Market Knowledge
- Deep understanding of wealth products, Mutual Funds, PMS, AIF, Insurance, Fixed Income, Structured Products, etc.
- Update partners on market trends and product innovations.
- Ensure all offerings are aligned with client needs and risk appetite.</p> <p>Looking for Candidates with Strong Wealth Management Experience and good understanding of financial markets and investment products, wealth products, Mutual Funds, PMS, AIF and able to drive business through partner</p>