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Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc.
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Positive Communication& interpersonal skills.
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Knowledge of AI tools and generate clients report.
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Should possess solid networking & relationship building skills.
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Should be result oriented & team player.
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Energetic person with excellent analytical& multitasking abilities.
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nDuties & Responsibility: B-2-B
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Initiating and building distribution channel by appointing current distribution partners.
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Understanding and offering various financial products to channel partners
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Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and
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nportfolio structuring for their investors.
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Managing client AUM Across different financial products.
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Ability to sustain business relationships through prudent & meaningful Advisory a n d
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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.
📌 B Relationship Manager Alibag
🏢 Adept Global
📍 Alibag
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