Senior Associate- B2B2C (National Wealth Distributors)
On-siteMumbai, Maharashtra, India
Mumbai, Maharashtra, IndiaOn-siteFull TimeSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Prospect wealth distributors and secure strategic partnerships with banks, NBFCs, asset managers, and fintech firms. Manage the full sales cycle from lead generation to deal negotiation, coordinating with internal teams to tailor fixed income, mutual funds, and alternative investment offerings. Target CIOs and product heads to drive revenue targets while monitoring market trends and refining go-to-market strategies. Represent the wealth business at industry events to expand presence and nurture lasting partner relationships.
Required Qualifications
- Bachelor's degree in Business, Finance, CA/CFA, or a related field
- Proven experience in a ND sales role within the wealth management, financial services, or fintech sectors
- Strong understanding of wealth management products including but not limited to Fixed Income, mutual funds, PMS, AIFs, insurance, and other investment solutions
- Excellent communication, negotiation, and relationship management skills
- Ability to work collaboratively across teams and foster strong interdepartmental relationships
- Results-oriented mindset with a track record of achieving sales targets in a competitive market
Desired Qualifications
- Master's degree
- Have a strong understanding of the wealth segment and product offerings (3-5) years of work experience with a wealth house
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