Vanita Acharya
Wealth Manager/ IFA
12 days ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
14 October 2026
What they need
Role & responsibilities
- Acquire, onboard, develop, and manage new channel partners and IFAs.
- Handle and manage HNI / Ultra HNI clients.
- Develop business through channel partners and IFA relationships and strengthen existing relationships.
- Demonstrate sound understanding of Wealth Management products such as Mutual Funds, Bonds, PMS, AIFs, and other third-party financial products.
- Generate business through secondary bonds and third-party financial products.
- Achieve annual revenue, AUM, and strategic product targets for the assigned geography.
- Conduct partner / IFA training and product awareness sessions.
- Drive product penetration and revenue growth.
- Regularly review client portfolios and provide suitable investment insights and recommendations.
- Build a strong network of IFAs, channel partners, and clients within the assigned market and identify new business opportunities
Preferred candidate profile
2+ years of experience in Wealth Management / B2B Channel Sales / IFA Channel.
Qualification
MBA / PGDM / Graduate
Open Locations :-
Surat
Varanasi
Indore
Guwahati
Bhubaneswar
Patna
Ranch
Coimbatore
Jaipur
Bhopal
Nagpur
Agra
Rajkot
Jamshedpur
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