Job DescriptionJob Title: B-2-B RMReports to: AVPLocation: Andheri (East)CTC range: 4 lacs to 6 lacs per annumSkills Required:
Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc.
Positive Communication& interpersonal skills.
Knowledge of AI tools and generate clients report.
Should possess robust 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 andportfolio structuring for their investors.
Managing client AUM Across different financial products.
Ability to sustain business relationships through prudent & meaningful Advisory a n dprompt 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 Maharashtra
🏢 Adept Global
📍 Maharashtra