Private wealth manager - B2B for a leading vertical of a global NBFC
Job Description:
Key Responsibilities
Identify, prospect, and onboard corporate and institutional clients for private wealth and investment solutions.
Build and maintain strong relationships with CXOs, finance heads, HR leaders, and business owners.
Drive lead generation through corporate partnerships, channel networks, and referral programs.
Understand client financial needs and collaborate with internal wealth specialists to deliver customized product offerings.
Achieve monthly and quarterly sales targets across investment and wealth products.
Track market trends, competitor offerings, and client insights for strategic planning.
Key Skills :
Company Profile
Group company started in the year 1990, It is a well-diversified financial service company in India & Abroad, offering one stop investment solutions in trading & investments. It believes in growing with its clients and creating valuable relationships.
It brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.
Its dedicated --- Managers develop personalized --- management strategies for the clients by listening to them and understanding their financial needs and goals.
The investment solutions here cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.