Company Description Wealthy is a fast-growing, award-winning platform that empowers Mutual Fund Distributors (MFDs) with advanced technology, dedicated support, and robust product research. Through a powerful app and branch network, Wealthy helps MFDs scale their assets under management (AUM) and accelerate clients’ wealth creation. More than 10,000 MFDs across 30+ branches rely on Wealthy’s tools and services to deliver efficient, compliant, and client-focused investment solutions.
The organization focuses on combining intuitive digital experiences with robust relationship management to support long-term success for both partners and investors.
Key Responsibilities: Relationship Manager
1. Partner Recruitment & Activation
● Identify, engage, and onboard new partners in line with the defined sales process.
2. Lead Conversion & Business Development
● Convert quality leads
● Ensure timely follow-up and closure of opportunities.
● Maintain strong relationships with partners
3. Product Knowledge & Training
● Stay updated on new product launches, process enhancements, and policy changes.
4. Sales Process Adherence
● Follow the defined sales process diligently — from task allocation to execution and reporting.
● Document activities and updates accurately in the sales process system (CRM).
● Ensure compliance with all internal policies and business ethics standards.
5. Continuous Learning & Development
● Participate in training sessions and development programs identified by management.
Strive for continuous improvement in product knowledge, sales techniques, and partner management skills.