Wealth Manager

Wealth Manager | Partner Business

Job Overview

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.

Locations : Ahmedabad, Mumbai & Pune

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.

Qualifications And Skills :

Skills Required

Bonds, LI, Aif, Debentures