Wealth Manager B2B sales

Choice International Limited; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Choice International Limited is seeking a dynamic professional in Pune, India, to drive B2B partnerships and wealth management distribution. The role focuses on building strong relationships with HNI and emerging affluent clients while coordinating with internal teams for seamless onboarding and service delivery.

The ideal candidate has at least 1 year of wealth management experience, strong knowledge of investment products, and a proven ability to grow business through partner acquisition and

Qualifications

• Minimum 1 year of experience in Wealth Management.
• Strong understanding of investment products and financial markets.
• Experience in B2B/Channel Sales or Wealth Management preferred.
• Excellent relationship management and communication skills.
• Target-oriented, proactive, and business-focused.

Responsibilities

• Acquire, onboard, and manage B2B partners and their client relationships.
• Identify client needs and recommend solutions across Mutual Funds, PMS, AIFs, Bonds, NCDs & Structured Products.
• Drive business growth through partner acquisition and client engagement.
• Achieve revenue and business targets through effective portfolio allocation.
• Coordinate with internal teams to ensure smooth onboarding and service delivery.
• Track market trends, products, and competitor strategies.

Skills

Wealth management

B2B sales

Relationship management

Client engagement

Financial markets

Job description

We are looking for a dynamic professional to drive B2B partnerships and wealth management distribution, while building strong relationships with HNI and emerging affluent clients.

Key Responsibilities

B2B Wealth Management – Job Description

Experience: 1+ Year | Industry: Wealth Management

We are looking for a dynamic professional to drive B2B partnerships and wealth management distribution, while building strong relationships with HNI and emerging affluent clients.

• Acquire, onboard, and manage B2B partners and their client relationships.
• Identify client needs and recommend solutions across Mutual Funds, PMS, AIFs, Bonds, NCDs & Structured Products.
• Drive business growth through partner acquisition and client engagement.
• Achieve revenue and business targets through effective portfolio allocation.
• Coordinate with internal teams to ensure smooth onboarding and service delivery.
• Track market trends, products, and competitor strategies.

Candidate Profile

• Minimum 1 year of experience in Wealth Management.
• Strong understanding of investment products and financial markets.
• Experience in B2B/Channel Sales or Wealth Management preferred.
• Excellent relationship management and communication skills.
• Target-oriented, proactive, and business-focused.

Why Join Us?

• Opportunity to build a career in Wealth Management.
• Exposure to HNI/UHNI clients and B2B distribution.
• Strong product platform and research support.
• High-growth, client-facing opportunity.