Wealth Manager - Financial Services

Job Title: Wealth Manager - Financial Services - Mumbai

Job Description: We are seeking a dynamic and experienced B2B Sub-Broker Management and Wealth Relationship Manager to join our team. The ideal candidate will be responsible for managing relationships with sub-brokers, acquisition of Sub-brokers, driving sales of wealth management products, and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs

Job responsibility:

1. Sub-Broker Management

2. Sub-Broker Acquisition.

3. Sales Strategy and Execution

4. Wealth Relationship Management

5. Product Expertise

6. Client Education and Communication

7. Compliance and Regulatory Oversight

8. Performance Tracking and Reporting

Key Skills:

Mandatory: B2B sales and relationship management

Target Industry: wealth management, investment advisory, or financial services

Gender: Open

Experience: Minimum of 2 to 3 years of experience

Job Location: Mumbai

Working Days: 6 days

Qualification: Bachelor's degree in Finance, Economics, or related field

Notice Period: Immediate to 30 days

Relocation candidates: No