: Relationship Manage r – Online (Wealthy PST) Company Overview Wealthy is a leading wealth-tech platform that empowers independent financial advisors, wealth managers, and Mutual Fund Distributors (MFDs) with institutional-grade technology, research, and a diverse product suite.

The Partner Success

Team (PST) is central to this mission, ensuring our partner network scales efficiently using our digital ecosystem.

Job Summary The Relationship Manager – Online (Digital RM) bridges technology and financial services. This role focuses on digitally onboarding, managing, and scaling a remote portfolio of independent wealth partners. Operating as an online-first advisor, you will leverage digital communication tools and CRM data to accelerate partner productivity, drive platform adoption, and expand overall Assets Under Management (AUM).

Key Responsibilities 1.

Digital

Onboarding & Enablement ● Own and execute the digital onboarding journey for newly registered financial advisors and wealth partners. ● Conduct virtual platform walkthroughs, webinars, and training sessions to drive immediate tool adoption. ● Educate partners on navigating portfolio analytics, automated client reports, and built-in marketing features. 2.

Remote Account

Management & Engagement ● Manage a dedicated, high-volume online portfolio of partners via video calls, phone, and digital chat applications.



● Track weekly partner engagement metrics to proactively identify and re-engage dormant or low-performing accounts. ● Serve as the primary virtual liaison to resolve operational bottlenecks by coordinating with internal Tech, Operations, and Finance teams. 3.

Business

Growth & Revenue Scaling ● Act as a growth consultant, helping partners spot expansion opportunities within their existing client books. ● Pitch current product launches, structural platform upgrades, and financial campaigns to boost partner transaction volumes. ● Guide partners on diversifying their offerings across Mutual Funds, Corporate FDs, Insurance, and structured products to raise platform AUM.

Required Skills &

Qualifications ● Education: Bachelor’s degree in Business, Finance, Economics, or a related field (MBA is a plus). ● Experience: 1 to 4 years of experience in digital relationship management, inside sales, or client success within Fintech, Wealth-tech, Banking, or Brokerage firms. ● Financial Acumen: Foundational understanding of retail financial instruments (Mutual Funds, Equity, and Insurance products). ● Technical Skills: High proficiency with CRM software, data tracking systems, and online communication suites (Zoom, Google Meet, WhatsApp Business). ● Communication: Exceptional verbal and written proficiency in English and Hindi to articulate financial concepts clearly over remote channels.

📌 Relationship Manager (Bengaluru)
🏢 Wealthy
📍 Bengaluru