Choice
Website:
choiceindia.com
Job details:
B2B Wealth Management – Job Description
Experience: 1+ Year | Industry: Wealth Management
We are looking for a dynamic professional to drive B2B partnerships and wealth management distribution, while building strong relationships with HNI and emerging affluent clients.
Key Responsibilities
- Acquire, onboard, and manage B2B partners and their client relationships.
- Identify client needs and recommend solutions across Mutual Funds, PMS, AIFs, Bonds, NCDs & Structured Products.
- Drive business growth through partner acquisition and client engagement.
- Achieve revenue and business targets through effective portfolio allocation.
- Coordinate with internal teams to ensure smooth onboarding and service delivery.
- Track market trends, products, and competitor strategies.
Candidate Profile
- Minimum 1 year of experience in Wealth Management.
- Strong understanding of investment products and financial markets.
- Experience in B2B/Channel Sales or Wealth Management preferred.
- Excellent relationship management and communication skills.
- Target-oriented, proactive, and business-focused.
Why Join Us?
- Opportunity to build a career in Wealth Management.
- Exposure to HNI/UHNI clients and B2B distribution.
- Strong product platform and research support.
- High-growth, client-facing opportunity.
Click on Apply to know more.
