Wealth Management B2B Sales

Choice International; Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

Choice International is seeking a B2B Sales Executive to drive business through our network of brokers, distributors, financial advisors, and other channel partners in Mumbai.

You will develop partner relationships, onboard new partners, pitch and distribute wealth management products such as Mutual Funds, Bonds, CFDs, PMS, and AIF, and coordinate onboarding, transactions, and servicing to meet sales targets.

Qualifications

• Graduate in any discipline.
• 1–2 years of experience in B2B sales, wealth management, financial services, mutual funds, broking, or a related industry.
• Good understanding of investment and wealth management products.
• Strong communication, relationship management, and negotiation skills.
• Target-oriented with a strong business development mindset.
• Ability to build and maintain long-term relationships with channel partners.

Responsibilities

• Develop and maintain relationships with brokers, distributors, IFAs, and other channel partners.
• Drive sales and business development through the B2B partner network.
• Identify new business opportunities and onboard new channel partners.
• Pitch and distribute investment products based on partner/client requirements.
• Coordinate with internal teams for onboarding, transactions, operations, and servicing.
• Provide regular product updates, market insights, and sales support to partners.
• Achieve assigned sales and revenue targets.
• Maintain regular follow-ups with existing and prospective partners.
• Ensure smooth execution of transactions and resolve partner queries on a timely basis.

Skills

B2B sales

relationship management

communication

negotiation

business development

Education

Graduate

Job description

B2B Sales Executive Wealth Management

Experience: 1–2 Years

Education: Graduate

Department:Wealth Management – B2B Sales

Location : Mumbai

About the Role

We are looking for a B2B Sales Executive to drive business through our network of brokers, distributors, financial advisors, and other channel partners. The role involves developing partner relationships, generating business, and promoting a range of wealth management and investment products.

Key Responsibilities

• Develop and maintain relationships with brokers, distributors, IFAs, and other channel partners.
• Drive sales and business development through the B2B partner network.
• Identify new business opportunities and onboard new channel partners.
• Pitch and distribute investment products based on partner/client requirements.
• Coordinate with internal teams for onboarding, transactions, operations, and servicing.
• Provide regular product updates, market insights, and sales support to partners.
• Achieve assigned sales and revenue targets.
• Maintain regular follow-ups with existing and prospective partners.
• Ensure smooth execution of transactions and resolve partner queries on a timely basis.

Products Covered

• Mutual Funds (MF)
• Bonds & NCDs
• Corporate Fixed Deposits (CFD)
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)

Candidate Profile

• Graduate in any discipline.
• 1–2 years of experience in B2B sales, wealth management, financial services, mutual funds, broking, or a related industry.
• Good understanding of investment and wealth management products.
• Strong communication, relationship management, and negotiation skills.
• Target-oriented with a strong business development mindset.
• Ability to build and maintain long-term relationships with channel partners.
• Good interpersonal skills and a proactive approach.