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Wealth Manager

  • Prakhar Consulting Group
  • Mumbai (All Areas)
Skills : Strategic Business Development and Client Relationship Management Strong understanding of Supply Chain Finance and Corporate Finance Solutions Excellent communication, negotiation, and sales skills Proven ability to thrive in fast-paced, startup-like environments

Description :

Job Title: Wealth Manager

Location: Noida, Mumbai (Vikhroli West), Ahmedabad
Experience: 7–10 years in Wealth Management
Salary: Not Disclosed

 

Role Objective:

We are seeking a dynamic, techno-commercial professional to lead the growth of our Supply Chain Finance portfolio within a high-performance wealth management environment. The role focuses on creating customized financial solutions for enterprise clients while driving digital transformation across supply chains.

 

Key Responsibilities:

  • Build and nurture strategic relationships with anchor corporates to promote Invoice Discounting and Distribution Finance offerings.
  • Develop a robust sales pipeline of enterprise clients and drive conversions based on performance KPIs.
  • Collaborate with internal teams to ensure smooth client onboarding and integration on the Credlix platform.
  • Design tailored supply chain financing solutions to help clients optimize their receivables and payables.
  • Perform competitive analysis to benchmark against banks, NBFCs, and fintech platforms, shaping a compelling value proposition.
  • Enhance client wallet share through strategic account management and solution cross-sell.
  • Oversee deal execution and ensure complete and compliant documentation.

 

Key Skills:

  • Strategic Business Development and Client Relationship Management
  • Strong understanding of Supply Chain Finance and Corporate Finance Solutions
  • Excellent communication, negotiation, and sales skills
  • Proven ability to thrive in fast-paced, startup-like environments

 

Qualifications:

  • Graduate from a reputed institute (Mandatory)
  • MBA from a reputed institute (Preferred)

Job Overview

  • Posted date :
  • Location : Mumbai (All Areas)
  • Vacancy : 5
  • Job nature : Full Time
  • Salary : Not Disclosed
  • Job Shift : Morning

Company Information

Prakhar Consulting Group

  • Name: Sahasha Namdeo
  • Web :
  • Email: info@pcginternational.in