Address Position
- Wealth Manager ( B2B)
Experience
- 2- 8 years
CTC
- Up-to 12 Lacs
Education Qualifications
- B.com/BMS/CA/MBA/BAF, MBA or CA
About the Job:
We are looking for a Wealth Manager to be responsible for offering financial advice and services that will assist clients in their financial endeavours. The responsibilities of Wealth Managers include relationship management, helping clients with account details, and providing advice on financial investments. Reporting to – Lending Head.
Responsibilities:
Onboard Wealth Management Firms, IFA, Wealth Advisors to build AUM in company P2P platform.Manage Partnerships end to end (Key Account Management)
Tie up with the Wealth Partners, Channel Partners ( B2B) pitch them about the financial products and services and get business.
Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process.
Activate IFAs through regular knowledge sessions to empower them to build sizable AUM.
About Client:
Client is a unique P2P Forbes listed and google Incubated platform designed to address the financial needs of self-employed, entrepreneurs & salaried individuals through a highly secure, digital medium. They bring a passionate bunch of young professionals, consultants, and partners from diverse streams, who carry rich experience in domains like Banking, IT & Finance.
Dear You, If this profile is suitable then kindly share your CV on jobpostsoul@gmail.com or upload it on the below-provided form link.https://forms.gle/z9UETTgVMX77d15k6
For any JD queries, you can reach HR @ 7249382046
Note - We don’t charge any fee from candidates
Career at SOUL
Interested candidate can send their profile to career@soulfoundation.co.in
