B2B Relationship Manager – Wealth Management in Thane, Navi Mumbai, Mumbai, Vasai, Virar
Satco Wealth Private Limited
Date: 4 days ago
City: Thāne, Maharashtra
Contract type: Full time
Reports to: AVP, Business Head
CTC Range: ₹4 lacs per annum
Skills Required
SATCO Wealth caters to 4 domains of financial life journey of an individual from creation of wealth to Preservation, protection and Transmission to next generation.
The senior management team has over 150 years of cumulative experience in Wealth space. The company is one of the fastest growing boutique wealth firms and has presence in Mumbai and Dubai
About Company: Satco Wealth Private Limited specialises in 4 domains of Wealth Management namely Wealth Creation, Wealth Preservation, Wealth Protection and Wealth Transmission. We help client to understand their life goals and convert them into financial objectives. Just like there are different modes of transport to travel different terrain and destination, Satco Wealth Private Limited chooses the right vehicle for client's investment journey. In this journey Satco Wealth Private Limited is your sarathi (guide) to navigate the world of financial instruments like Mutual funds, Equities & Derivatives, Bonds, PMS, AIF, Lending , Forex, NPS, Life Insurance, General Insurance, Health Insurance and Wills and Estate Planning.
Satco Wealth is Co-founded by Mr. Sanjib Parhi and Mr. Deepak Jaggi.
The management team at Satco Wealth Private Limited has cumulative experience of over 100 years in financial services, wealth and distribution space.
CTC Range: ₹4 lacs per annum
Skills Required
- Good communication and interpersonal skills
- Proficiency in MS Excel, Word, and PowerPoint
- Strong networking and relationship-building ability
- Result-oriented and a committed team player
- Energetic individual with excellent analytical and multitasking capabilities
- Initiating and building the distribution channel by appointing new distribution partners
- Understanding and offering various financial products to channel partners
- Helping partners pitch risk profiling, goal planning, objective setting, asset allocation, and portfolio structuring for their investors
- Managing client AUM across different financial products
- Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables
- Conducting regular market visits to meet existing and prospective partners, gather on-ground feedback, and ensure execution of business campaigns, investor meets, and other field activities within the assigned region
- Graduation in Commerce or Science; Post-Graduation in Business Management/Economics preferred
- CFP/CFA certification is an added advantage
- 1 – 2 years of experience in channel management, financial product distribution, or partner relationship roles
SATCO Wealth caters to 4 domains of financial life journey of an individual from creation of wealth to Preservation, protection and Transmission to next generation.
The senior management team has over 150 years of cumulative experience in Wealth space. The company is one of the fastest growing boutique wealth firms and has presence in Mumbai and Dubai
About Company: Satco Wealth Private Limited specialises in 4 domains of Wealth Management namely Wealth Creation, Wealth Preservation, Wealth Protection and Wealth Transmission. We help client to understand their life goals and convert them into financial objectives. Just like there are different modes of transport to travel different terrain and destination, Satco Wealth Private Limited chooses the right vehicle for client's investment journey. In this journey Satco Wealth Private Limited is your sarathi (guide) to navigate the world of financial instruments like Mutual funds, Equities & Derivatives, Bonds, PMS, AIF, Lending , Forex, NPS, Life Insurance, General Insurance, Health Insurance and Wills and Estate Planning.
Satco Wealth is Co-founded by Mr. Sanjib Parhi and Mr. Deepak Jaggi.
The management team at Satco Wealth Private Limited has cumulative experience of over 100 years in financial services, wealth and distribution space.
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