Job Title: B-2-B RM

Reports to: AVP

Location: Andheri (East)

CTC range: 4 lacs to 6 lacs per annum

Skills Required:

- Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc.
- Valuable Communication& interpersonal skills.
- Knowledge of AI tools and generate clients report.
- Should possess strong networking & relationship building skills.
- Should be result oriented & team player.
- Energetic person with excellent analytical& multitasking abilities.

Duties & Responsibility: B-2-B

- Initiating and building distribution channel by appointing new distribution partners.
- Understanding and offering various financial products to channel partners
- Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and portfolio structuring for their investors.
- Managing client AUM Across different financial products.
- Ability to sustain business relationships through prudent & meaningful Advisory a n d prompt delivery with regards to key deliverables.

Education and Experience:

Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage.

2 to 6 Years’ experience in channel management.

📌 B Relationship Manager (Mumbai)
🏢 Adept Global
📍 Mumbai