Senior Manager, Wealth Distribution

Key Responsibilities

• Drive the distribution and revenue generation for a suite of financial products including Mutual Funds, PMS, AIF, and Structured Products.
• Identify, engage, and convert prospective HNI and institutional clients into long-term investment relationships.
• Tailor wealth solutions to each client's risk profile and investment objectives, ensuring effective positioning and pitching.
• Deepen relationships with an existing client base across the wealth and broking ecosystem, serving as a primary advisory contact.
• Ensure clients are informed about product performance, market developments, and portfolio strategies.
• Collaborate with internal teams to deliver seamless, high-quality client experiences.
• Meet and exceed revenue targets through strategic mutual fund distribution, advisory services, and cross-selling of investment products.
• Represent the company at industry events, investor meetings, and networking forums to enhance the company's presence.

Overview

• a wealth management firm, a subsidiary of a commodities-focused financial group, is on a mission to expand its wealth and investment solutions, targeting a clientele of institutional and high-net-worth individuals (HNI).
• As a newly established entity, Foresightt Fintrade is strategically positioned at the intersection of commodity markets and institutional finance, offering unique investment opportunities in physical silver and other financial products.
• The Senior Manager - Wealth Distribution will play a pivotal role in driving the distribution of financial products, focusing on mutual funds, PMS, AIF, and structured products.
• This role is ideal for a seasoned professional in wealth management or equity broking, with a strong emphasis on building and maintaining trust-based client relationships.
• The position offers a unique opportunity to contribute to a fast-growing entity with a strong backing in the silver trading industry, providing autonomy and significant impact on business growth.

Requirements

• 8–12 years of experience in wealth management, equity broking, or financial product distribution with a strong sales track record.
• Proven expertise in distributing Mutual Funds, PMS, AIF, or Structured Products to HNI or institutional clients.
• Established client book or strong relationships within the wealth and broking community.
• Ability to operate in a lean, early-stage environment, contributing to process and framework development.
• NISM certifications (Series V-A, Series XXI-A, or equivalent) are strongly preferred.
• Familiarity with commodity markets or alternative investment products is advantageous.
• Excellent communication and relationship-building skills, with a focus on trust and long-term engagement.