Job highlights

- Graduation / MBA/BBA with at least 65% marks
- Maintaining client relationships and generate AUM (Mutual Funds,Equity,Life General Insurance,PMS,Structured Products) from preferred partners
- Relationship Managers with prior experience working in a Wealth Management/ broking firms
- Experience of expanding / hiring recent distributors/ sub-brokers with speed and scale . .
- The Relationship Manager will be Responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.)
- Maintaining client relationships and generate AUM (Mutual Funds, Equity, Life General Insurance, PMS, Structured Products) from preferred partners.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To conduct and assist in organizing seminars, workshops and other business development activities.




- Coordinating with customer care operations team to resolve any issue pertaining to sub-brokers/distributors
- Ensuring business targets from distributers/Sub-brokers are met
- Educating and guiding distributors/ sub-brokers on day to day operations and technology

REQUIREMENTS

Experience:

- Relationship Managers with prior experience working in a Wealth Management/ broking firms.
- Experience of expanding/hiring new distributors/ sub-brokers with speed and scale
- Candidates having good vintage in their present as well as previous companies
- (At least minimum tenure of 5-8 years of stability)

Qualification:

- Graduation/MBA/BBA with at least 65% marks

Skills:

- Selling of products : Mutual Funds, PMS, Structured Products
- Strong analytical skills and ability to work in teams.
- Very strong ownership towards work and task assigned

📌 Business Development / Relationship Manager (Mumbai)
🏢 V-financial Services
📍 Mumbai