Scope of the Role
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
Job Description
-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.
Ideal Candidates
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