Wealth Relationship Manager/ Wealth RM B2B - Gujarat

Job Description:

We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth Manager and RM partnership even stronger

Roles and Responsibilities:

• Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
• Doing various training programs for partners to train them for various financial products
• Maintaining relationship with partners to generate business
• Acquire & Soure Franchise & generate revenue
• Catering to the investment needs of clients through partners by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings. 
• Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new partners.   

Required Profile:  

• Candidates with prior experience of handling B2B Channel ( Preferred)
• Should have at least 3 Years of experience handling Wealth Product Sales. 
• Any Graduate / Post Graduate with relevant Experience. 
• Good relationship management and service focus skills.  
• Good communication and presentation skills. 
• Investment/ Wealth Product knowledge is mandatory. 

Offered Benefits / Facilities :

• Bi Annual Appraisal Program.
• Aggressive incentive structure & Pay-outs, including international travel contests based on your performance.
• Emphasis on your learning and development, with comprehensive product and other training initiatives.