Job DescriptionJob Description
NJob Title: B-2-B RM
NReports to: AVP
NLocation: Andheri (East)
NCTC range: 4 lacs to 6 lacs per annum
NSkills Required:
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n
Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc. N
Valuable Communication& interpersonal skills. N
Knowledge of AI tools and generate clients report. N
Should possess solid 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
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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 N

nportfolio structuring for their investors.
N
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Managing client AUM Across different financial products. N
Ability to sustain business relationships through prudent & meaningful Advisory a n d N

nprompt delivery with regards to key deliverables.
NEducation and Experience:
NGraduation in Commerce orScience, Post-Graduation in business Management/Economics, CFP/CFA an added advantage.
N2 to 6 Years' experience in channel management.

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