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 robust 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 recent 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.

📌 Channel Partner Relations Manager Mumbai (India)
🏢 Adept Global
📍 India