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 solid 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 (Maharashtra)
🏢 Adept Global
📍 Maharashtra