Channel Manager developing strategies for partner revenue growth in India at Ingersoll Rand. Driving distributor engagement and market penetration through effective channel management.
About the role
- Private Wealth Business Development Officer responsible for sourcing new private wealth clients. Leveraging expertise and relationships to expand wealth solutions collaboratively.
Responsibilities
- Responsible for sourcing and acquiring new private wealth clients
- Leverage industry expertise and network to identify opportunities
- Foster partnerships and deliver bespoke wealth solutions
- Curate and partner with a multidisciplinary team of professionals to design and deliver solutions tailored to client needs
- Develop, maintain and grow relationships to generate referrals
- Lead and organize promotional events, educational seminars and roundtables
- Establish and maintain effective partnerships and teamwork
Requirements
- 10+ years of experience in wealth management, private banking or a related field
- Proven track record of acquiring and maintaining HNW relationships
- Strong network and demonstrated ability to effectively raise assets
- Market intelligence by staying abreast of industry trends, competitor activity and industry updates impacting HNW clients
- Active FINRA Series 7 and 66 (or 63/65) required or must be obtained within 90 days
- Exceptional communication (oral and written), presentation and interpersonal skills
- Strong organizational skills, ability to multi-task, problem solve and meet deadlines
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
- Holidays
- 401(k)
- Other special perks reserved for team members
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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