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Wealth Manager

CheckMyGaadi Private Limited Verified employer

Actively hiring · Posted 17d ago · JEV261055DE6C57F6

Salary₹2,75,000 – ₹10,00,000 per year
Experience1 yr
LocationDelhi, Delhi
Work modeHybrid · Full time
Openings1
IndustryFinance

Job description

About the job:Key responsibilities:

1. Partner Meetings & Sales Drive - Regularly meet existing RH partners, understand their business potential, promote RH products, and generate business through their client network.

2. Partner Activation & Relationship Management - Build strong relationships with partners, activate inactive partners, conduct product discussions/training, and drive regular lead generation.

3. New Partner Acquisition - Identify and onboard new bankers, wealth managers, CAs, financial advisors, and other relevant distribution partners through field meetings and networking.Who can apply:Only those candidates can apply who:have minimum 1 years of experienceare from Delhi onlySalary:₹ 2,75,000 - 10,00,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Other perks:5 days a weekSkills required:SalesOther Requirements:1. 2–6 years of experience in relationship management, channel sales, partner acquisition, wealth management, BFSI or financial distribution.2. Strong existing professional network among bankers, wealth managers, CAs, financial advisors, MFDs or insurance/loan professionals.3. Highly field-oriented & sales-driven – excellent communication, negotiation and relationship-building skills; comfortable travelling for partner meetings and working on business targets.About Company:We are an Insurance broking aggregator platform, that assures the highest payouts to every insurance distributor.

Responsibilities

Key responsibilities:

1. Partner Meetings & Sales Drive - Regularly meet existing RH partners, understand their business potential, promote RH products, and generate business through their client network.

2. Partner Activation & Relationship Management - Build strong relationships with partners, activate inactive partners, conduct product discussions/training, and drive regular lead generation.

3. New Partner Acquisition - Identify and onboard new bankers, wealth managers, CAs, financial advisors, and other relevant distribution partners through field meetings and networking.

Key skills

How to apply

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