Wealth Executive

Key Responsibilities Partner Acquisition & Relationship Management: Identify, onboard, and build long-term relationships with B2B partners and their client base. Wealth Advisory & Solutioning: Understand clients' financial goals and recommend suitable wealth management solutions, including mutual funds, PMS, AIFs, bonds, and structured products. Business Development: Drive growth by expanding the B2B network and generating new investment opportunities. Revenue Generation: Achieve business targe…