Wealth Manager

3 - 8 years

3 - 7 Lacs

Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Wealth Management HNI Ultra Hni Institutional Sales HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 -Develop and implement wealth product distribution strategies across multiple channels (B2B, B2C, digital, and partnerships). -Manage and expand relationships with financial advisors, banks, NBFCs, and distributors. -Drive sales performance by training and guiding relationship managers and sales teams. -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: -Masters degree. -Strong experience in wealth management, sales, and distribution. -Excellent relationship management and negotiation skills. -Ability to analyze market trends and create effective sales strategies.

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Aviva India
Aviva India

Insurance

Gurgaon

5000+ Employees

20 Jobs

    Key People

  • Mahesh Iyer

    CEO & Managing Director
  • Raghavendra Prasad

    Chief Financial Officer

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