We are looking for a agile 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 new 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
Robust 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