Job Description
Job Description
nJob Title: B-2-B RM
nReports to: AVP
nLocation: Andheri (East)
nCTC range: 4 lacs to 6 lacs per annum
n

nSkills Required:
n• Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc.
n• Good Communication& interpersonal skills.
n• Knowledge of AI tools and generate clients report.
n• Should possess strong networking & relationship building skills.
n• Should be result oriented & team player.
n• Energetic person with excellent analytical& multitasking abilities.
n

nDuties & Responsibility: B-2-B
n• Initiating and building distribution channel by appointing current distribution partners.
n• Understanding and offering various financial products to channel partners




n• Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and
nportfolio structuring for their investors.
n• Managing client AUM Across different financial products.
n• Ability to sustain business relationships through prudent & meaningful Advisory a n d
nprompt delivery with regards to key deliverables.
n

nEducation and Experience:
nGraduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage.
n

n2 to 6 Years’ experience in channel management.

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