About the job: Key responsibilities: 1. Focus primarily on B2B - channel partner acquisition 2. Focus secondarily on acquiring HNI/corporate customers for investment portfolio management 3. Cross-sell various products such as health insurance, motor insurance, life insurance, loans, etc 4. Achieve sales goals from time to time 5. Plan and execute sales promotion activities 6. Handle investment portfolio with support of wealth expert 7. Build and maintain professional networks 8. Create and publish reports and MIS 9. Perform data mining and profile filtrations 10. Carry out other official tasks as communicated from time to time Requirements: 1. Possess good communication skills in Hindi, English, and local language and strong interpersonal skills 2. Demonstrate good logical aptitude and hardworking attitude 3. Be organized and good in follow-up 4. Show commercial awareness 5. Be computer savvy 6. Have knowledge about the area 7. Hold graduate or postgraduate degree Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,00,000 - 4,80,000 /year Experience: 1 year(s) Deadline: 2025-06-16 23:59:59 Skills required: Time Management and Effective Communication About Company: We work on wealth management for HNI, corporate, and retail. With 40+ years of experience, our professionals in private wealth management, banking, and finance have an edge in terms of managing wealth portfolios more strategically.