Senior Wealth Manager

1 week ago

Mumbai, Maharashtra, India SMC Investments Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Working Days: Monday to Friday

Role Overview:

We are seeking a dynamic professional to drive B2B sales of our Portfolio Management Services (PMS). The role focuses on building and managing strong relationships with Wealth Managers, IFAs, RIAs, and Distribution Partners, ensuring deeper market penetration and higher business volumes for PMS.

Key Responsibilities:

Channel Development: Identify, empanel, and onboard new distribution partners (Wealth Managers, IFAs, RIAs, Family Offices, Banks).

Sales Growth: Promote in-house PMS products to the partner network and drive business targets.

Relationship Management: Build and maintain long-term relationships with channel partners to enhance engagement and increase wallet share.

Training & Support: Conduct product presentations, training sessions, and joint client meetings with partners to support PMS sales.

Market Intelligence: Track competitor offerings, market trends, and provide feedback to the product team.

Revenue Achievement: Meet assigned business targets in terms of PMS AUM and partner activation.

Desired Candidate Profile:

Experience: Experience in B2B sales/distribution of PMS/Investment products (Wealth Management, AMC, or Distribution background preferred).

Network: Strong existing relationships with IFAs, RIAs, Banks, and Wealth Management firms in Mumbai and Western region.

Skills: Excellent communication, presentation, and relationship management skills.

Product Knowledge: In-depth understanding of PMS, AIFs, and capital market products.

Qualification: MBA/PGDM/Graduate in Finance or related discipline.

Would you like me to also create a LinkedIn job post version of this (short, catchy, with hashtags) like we did for your B2C role, or keep this only as a detailed JD document?

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

  • Wealth Manager

    4 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...

  • Senior Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time

    Job description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills,...

  • Wealth Management Analyst

    3 weeks ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...

  • Wealth Management Analyst

    3 weeks ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience

  • Private Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...

  • High Salary: Senior Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time

    Job descriptionWe are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management.This role requires strong leadership skills, business...

  • Senior Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeWealthManager Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Senior Wealth ManagerWe are seeking an experienced and skilled Senior Wealth Manager to join our team. The successful candidate will have a proven track record of managing wealth portfolios and delivering exceptional client service.Develop and implement tailored investment strategies for high net worth individuals, taking into account their...