B2B RM Wealth Management

Job Title:

Reports to: AVP, Business Head

CTC range:

Skills Required:

·      Good Communication & interpersonal skills.

·      Knowledge of MS-Excel, word, Power point.

·      Should possess strong networking & relationship building skills.

·      Should be result oriented & team player.

·      Energetic person with excellent analytical & multitasking abilities.

Duties & Responsibility: B-2-B

·      Initiating and building distribution channel by appointing new distribution partners.

·      Understanding and offering various financial products to channel partners

·      Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and portfolio structuring for their investors.

·      Managing client AUM Across different financial products.

·      Ability to sustain business relationships through prudent & meaningful Advisory and prompt delivery with regards to key deliverables.

Education and Experience:

Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage.

1 to 4 Years’ experience in channel management.

Company Info: SATCO Wealth Pvt Ltd.

SATCO Wealth caters to 4 domains of financial life journey of an individual from creation of wealth to Preservation, protection and Transmission to next generation.

The senior management team has over 150 years of cumulative experience in Wealth space. The company is one of the fastest growing boutique wealth firms and has presence in Mumbai and Dubai

Website: https://satcowealth.com

HO & work location: 5^th Floor, Technopolis Knowledge Park, Hanuman Nagar, Andheri (E), Mumbai 400093