Job Description:- Head - Wealth B2B 

The candidate will be responsible for expanding B2B network for bonds, mutual fund and

portfolio management services (PMS) products. Along with B2B network, candidate will

also be responsible for on boarding direct clients (B2C).

The candidate will be responsible for expanding client base of group with following

responsibilities

1. To meet and on-board new partners/sub-brokers for investing in Fixed Income and

Mutual Funds.

2. Regular Sales Visit.

3. Cold call to arrange meetings with potential partners/sub-brokers to prospects for new

Business.

4. Respond to incoming mail and phone inquiries.

5. Channel partner handling experience of 10 to 15 years.

Desired Experience & Exposure:-

1. Experience of selling financial products through sub-broker / channel partner

(Preferably mutual fund and bonds).

2. Sub-broker / Channel partner / IFA’s (independent financial advisors) on boarding and

Servicing.

3. Relevant experience is distribution of MF/Equity/Bond products through Channel

Partner/Sub broker network. We will give preference to the candidate who has worked

In mutual fund or debt broker.

Mandatory Skills:-

The candidate should possess excellent communication skills.

Candidate should be good at relationship management and selling of financial products.

Candidate should have good knowledge about financial product.

Desire Work Experience 

– (10 to 15 Years of experience in Bond Market & Mutual Fund)

Job Location:

Ahmedabad