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. • Valuable 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 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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