We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.
Key Responsibilities
- B2B Business Development: Acquire and manage channel partners to expand business reach and revenue.
- Client Acquisition: Identify, approach, and onboard HNI and corporate clients for investment portfolio management.
- Cross-Selling: Promote and sell a wide range of financial products, including health insurance, motor insurance, life insurance, loans, and other investment solutions.
- Sales Achievement: Consistently meet and exceed sales, revenue, and business growth targets.
- Portfolio Support: Assist in handling and monitoring client investment portfolios in coordination with wealth experts.
- Sales Promotion: Plan, organize, and execute promotional activities to enhance visibility and client engagement.
- Relationship Management: Build, nurture, and maintain long-term professional networks with partners and clients.
- MIS & Reporting: Prepare and publish regular business reports, MIS, and performance analysis.
- Data Analytics: Perform data mining, client profiling, and market segmentation to identify growth opportunities.
- Operational Support: Carry out other business/official tasks as assigned by management.
Compensation & Benefits
- Salary Package: 2.5LPA 5 LPA (Fixed + Performance-based Incentives).
- Lucrative incentive structure linked to acquisition targets and revenue generation.
- Additional benefits and allowances as per company policy.
- Career progression opportunities to Senior Acquisition Manager / Business Head roles.
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.
