We are looking for a dynamic and result-oriented Relationship Manager to join our Business
relationships with business partners, financial advisors, and clients while promoting wealth
management products.
Key Responsibilities
- Develop and maintain strong relationships with partners and clients
- Promote wealth products, including:
- Mutual Funds
- Bonds
- NCDs
- PMS
- AIF
- Generate current business through partner acquisition and relationship management
- Support partners in product understanding and transaction execution
- Achieve monthly and yearly business targets
- Provide regular market updates and investment solutions to clients
- Coordinate with internal teams for smooth onboarding and operations
Required Skills:
- Good knowledge of wealth management products
- Strong communication and relationship-building skills
- Sales and business development mindset
- Ability to work independently and achieve targets
- Basic knowledge of financial markets and investment products
Eligibility
- Minimum 1 year of experience in wealth products sales or relationship management
- Graduate in any discipline (Finance background preferred)
- AMFI/NISM certification preferred