Key Responsibilities

- Build and maintain solid relationships with Independent Financial Advisors (IFAs), HNIs/UHNIs, and partners across the assigned region.

- Drive new partner acquisition and manage existing channel relationships to ensure consistent growth.

- Promote and increase sales of financial products, including:

- Secondary Bonds

- Fixed Deposits

- Mutual Funds

- Capital Gain Bonds

- RBI Bonds

- Debt Primary Issues

- Conduct training sessions and product awareness programs for partners and clients.

- Meet and exceed product sales and revenue targets.

- Maintain an up-to-date understanding of market trends, competitor offerings, and regulatory changes.

- Work collaboratively with internal teams to deliver solutions and service excellence.

Key Skills Required

- Prior experience in B2B Channel Sales / Partner Management.

- Strong knowledge of financial products and market trends.

- Excellent communication, presentation, and interpersonal skills.

- Ability to train, influence, and motivate partners.

- Self-motivated, target-driven, and result-oriented.

📌 Relationship Manager (Lucknow)
🏢 Recex.co
📍 Lucknow