Relationship Manager - Financial Services

This role is designed for individuals who are passionate about building and nurturing long-term relationships. Folks from AMC/Insurance background would be preferred. Need to have at least 100-200 active IFA/MFD/RIA/ND connects.

Location : (Gujarat, Rajasthan Madhya Pradesh , Uttar Pradesh) 

Cities : Vadodara, Surat, Ahmedabad, Rajkot, Jaipur, Udaipur, Indore, Lucknow

Responsibilities:

1. Handling sales through partners (MFD/ IFA/ RIA/ ND/ Wealth management firms/ Financial product distributors/ associations/ Insurance agents)
2. Empanel at least 8 new partners per month for incremental volumes
3. Developing and leading business development strategies to achieve allocated targets
4. Increasing AUM share in the assigned partners
5. Filling in timely reports using CRM
6. Liaison and synergize with various internal departments and contribute to sales
7. Providing all the necessary information to help the company make decisions to increase volumes/implement best practices
8. Ensure constant information is shared with partners related to the company
9. To conduct trainings for partners and their customers
10.  Travel to different geographies for business
11.  Tying up with regional associations in various cities to garner more business

Must Have:

1. At least 100 active connects of MFD/ IFA/ RIA/ ND/ Wealth management firms/ Financial product distributors/ Insurance agents
2. Self motivated with strong inclination towards Sales and achieving targets
3. Inclination to travel to different geographies for business
4. Good understanding of Financial Markets