Job Description
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.
• Good 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 current 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.

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