Wealth Manager
4 weeks ago
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
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