B2B RM Wealth Management
7 hours ago
Job Title: B-2-B RM Wealth Management,
Reports to: AVP, Business Head
CTC range: 4 lacs to 6 lacs per annum
Skills Required:
· Good Communication & interpersonal skills.
· Knowledge of MS-Excel, word, Power point.
· Should possess strong networking & relationship building skills.
· Should be result oriented & team player.
· Energetic person with excellent analytical & multitasking abilities.
Duties & Responsibility: B-2-B
· Initiating and building distribution channel by appointing new distribution partners.
· Understanding and offering various financial products to channel partners
· Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and portfolio structuring for their investors.
· Managing client AUM Across different financial products.
· Ability to sustain business relationships through prudent & meaningful Advisory and prompt delivery with regards to key deliverables.
Education and Experience:
Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage.
1 to 4 Years’ experience in channel management.
Company Info: SATCO Wealth Pvt Ltd.
SATCO Wealth caters to 4 domains of financial life journey of an individual from creation of wealth to Preservation, protection and Transmission to next generation.
The senior management team has over 150 years of cumulative experience in Wealth space. The company is one of the fastest growing boutique wealth firms and has presence in Mumbai and Dubai
Website:
HO & work location: 5 th Floor, Technopolis Knowledge Park, Hanuman Nagar, Andheri (E), Mumbai
-
B2B RM Wealth Management
7 hours ago
Mumbai, India Satco Wealth Private Limited Full timeB-2-B RM Wealth Management, Reports to: AVP, Business Head Knowledge of MS-Excel, word, Power point. · Should possess strong networking & relationship building skills. · Initiating and building distribution channel by appointing new distribution partners. · Understanding and offering various financial products to channel partners · Helping partners...
-
B2B RM Wealth Management
6 hours ago
Mumbai, India Satco Wealth Private Limited Full timeJob Title: B-2-B RM Wealth Management,Reports to: AVP, Business HeadCTC range: 4 lacs to 6 lacs per annumSkills Required:· Good Communication & interpersonal skills.· Knowledge of MS-Excel, word, Power point.· Should possess strong networking & relationship building skills.· Should be result oriented & team player.· Energetic...
-
Wealth Manager- B2B Sales
2 weeks ago
Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per yearWe're Hiring | B2B Sales – PMS Product | MumbaiSMC Private Wealth is looking for an experiencedB2B Sales Professionalto drivePortfolio Management Services (PMS)sales throughWealth Managers, IFAs, RIAs, Banks, and Family Offices.Location:MumbaiWhat You'll Do: Build and expand distribution channels for PMS Manage and grow relationships with IFAs, RIAs &...
-
Wealth Manager- B2B Sales
3 days ago
Mumbai, India SMC Private Wealth Full timeWe're Hiring | B2B Sales – PMS Product | MumbaiSMC Private Wealth is looking for an experiencedB2B Sales Professionalto drivePortfolio Management Services (PMS)sales throughWealth Managers, IFAs, RIAs, Banks, and Family Offices. Location:Mumbai What You'll Do: Build and expand distribution channels for PMS Manage and grow relationships with IFAs, RIAs &...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Domnic Lewis Full time ₹ 2,00,000 - ₹ 28,00,000 per yearPlease make notes for below profile requirementsWealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)
-
Wealth Manager
3 days ago
Mumbai, India Domnic Lewis Full timePlease make notes for below profile requirements Wealth Manager Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)
-
Wealth Manager
3 days ago
Mumbai, India Rojgar group Full timeJob Title: Wealth Manager Location: MumbaiExperience: 3+ Years Key Responsibilities: Manage and grow relationships with HNI and UHNI clients, delivering personalized financial solutions. Acquire and manage a minimum book size of ₹20 Cr. Provide comprehensive wealth management services including investments, insurance, estate planning, and financial...
-
Wealth Manager
2 days ago
Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 10,00,000 - ₹ 30,00,000 per yearLocation:MumbaiExperience:Minimum 5 years in wealth/channel managementNotice Period / Gap:Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 croreSource clients via wealth channels—roles like 'Privi RM', 'Burgundy RM', 'Wealth Manager', 'Imperia RM', 'Preferred RM'Offer full-spectrum wealth...
-
Wealth Manager
3 days ago
Mumbai City District, India Topgear Consultants Full timeThis Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio...
-
Wealth Manager
6 hours ago
Mumbai, India KG Engineering & Consultancy Full timeLocation: MumbaiExperience: Minimum 5 years in wealth/channel managementNotice Period / Gap: Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 croreSource clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’Offer...
