Job Summary : Responsible for
driving sales, expanding distribution channels, and managing partnerships
to enhance the reach of wealth management products. The role focuses on
developing and executing distribution strategies
to acquire high-net-worth clients (HNWIs) and institutional investors while ensuring business growth and compliance.
Responsibilities
Recruit, manage and expand relationships with
financial advisors and distributors .
Drive
sales performance
by training and guiding premier agents.
Monitor
market trends and competitor strategies
to optimize product offerings.
Ensure
regulatory compliance
and adherence to industry standards in wealth product distribution.
Collaborate with internal teams for product positioning, marketing, and client engagement.
Qualifications : Master’s degree.
Experience - >
2 years
Experience in
wealth management, sales, and distribution .
Excellent
relationship management and negotiation
skills.
This role is ideal for professionals who excel in
strategic sales planning, distribution network expansion, and driving revenue growth in wealth management .
Wealth Manager • India