Wealth Manager Partner Acquisition and Development

Company – SMIFS Limited

Position- Regional Manager| B2B Business

Location - All major cities, Mumbai, Pune, Ahmedabad, Jaipur, New Delhi, Kolkata, Siliguri, Bhubaneshwar, Guwahati, Ranchi, Indore.

Job Responsibilities

Business Development & Partner Acquisition

• Acquire and onboard new business partners / channel partners to expand distribution network
• Drive franchise / partner expansion across assigned geographies
• Identify new markets and growth opportunities to increase business volumes

Partner Management & Relationship Building

• Manage and nurture relationships with existing partners to ensure sustained business growth
• Act as the single point of contact for partners for business, training, and support
• Resolve partner concerns and ensure long-term engagement and loyalty

Sales & Revenue Growth

• Drive sales of equity, wealth, and investment products through partner channels
• Support partners in achieving revenue targets and increasing asset under management
• Monitor business performance and implement corrective strategies where required

Training & Capability Building

• Conduct regular training programs, seminars, and workshops for partners
• Enable partners with product knowledge, sales strategies, and market insights
• Support partners with sales pitches, presentations, and client acquisition strategies

Team & Process Management

• Coordinate with internal teams for smooth onboarding and servicing of partners
• Assist in recruitment and mentoring of sales or acquisition team members (if applicable)
• Ensure adherence to internal processes, compliance guidelines, and reporting standards.

Experience & Qualification

• MBA / PGDM with 7+ years of relevant experience preferred
• Graduates with 7+ years of relevant experience preferred
• Strong background in B2B / Partner / Franchise channel management

Key Skills & Competencies

• Proven experience in handling B2B distribution / partner channels
• Strong understanding of equity markets, wealth management & financial products
• Excellent communication, negotiation, and relationship management skills
• Market knowledge of broking, investment, and allied financial products
• Ability to drive expansion in Tier 2 & Tier 3 cities
• Team handling and cross-functional coordination skills
• Strong presentation and training capabilities

Skills Required
training programs , Wealth Management, Equity Markets, Financial Products, market insights