Job Title: B-2-B RM Wealth Management, Reports to: AVP, Business Head CTC range: 4 lacs to 6 lacs per annum 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
As a B-2-B Relationship Manager in Wealth Management at SATCO Wealth Pvt Ltd., you will be responsible for initiating and building a distribution channel by appointing new distribution partners. Your key duties and responsibilities will include: - Understanding and offering various financial products to channel partners - Assisting partners in pitching risk profiling, goal planning, objective setting, asset allocation, and portfolio structuring for their investors - Managing client assets under management (AUM) across different financial products - Maintaining business relationships through prudent and meaningful advisory services and ensuring prompt delivery of key deliverables To excel in this role, you should possess the following qualifications and skills: - Graduation in Commerce or Science, Post-Graduation in Business Management/Economics, with CFP/CFA certification being an added advantage - 1 to 4 years of experience in channel management - Good communication and interpersonal skills - Knowledge of MS-Excel, Word, and PowerPoint - Strong networking and relationship building skills - Result-oriented mindset and ability to work well in a team - Energetic personality with excellent analytical and multitasking abilities SATCO Wealth Pvt Ltd. caters to all aspects of an individual's financial life journey, from wealth creation to preservation, protection, and transmission to the next generation. The company's senior management team boasts over 150 years of cumulative experience in the wealth space. With a presence in Mumbai and Dubai, SATCO Wealth is one of the fastest growing boutique wealth firms. For more information, you can visit the company's website at [SATCO Wealth Pvt Ltd.](https://satcowealth.com). Your headquarters and work location will be at 5th Floor, Technopolis Knowledge Park, Hanuman Nagar, Andheri (E), Mumbai 400093.,