B2B Relationship Manager

Adept Global · Mumbai, India

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.

• Good Communication& interpersonal skills.

• Knowledge of AI tools and generate clients report.

• Should possess strong 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 new 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.