Relationship Manager
Finhaat
Full TimeNot specifiedPosted about 2 months ago
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Overview
Position Type
Full Time
Experience
Not specified
Job Description
Overview: Finhaat Wealth is an integrated financial products distribution platform serving investors pan-India through its channel partners. Finhaat Wealth Relationship Manager is responsible for onboarding and nurturing strong, long-term relationships with Individual Partners (Financial Product Distributors/ ARN Holder). The role includes acquiring new Partners as well as managing existing Partner relationships, by offering high-quality engagement to empower Partners and enable product sales.
Responsibilities:
- Partner Acquisition & On-boarding
- Recruit existing ARN holders as Partners by presenting them the Finhaat Wealth proposition
- Identify & meet/e-meet the potential leads who are open to become financial product distributors.
- Explain the business opportunity of becoming a Partner (ARN Holder) with Finhaat Wealth
- Ensure completion of on-boarding process for Partner through your operations team
- Partner Relationship Management
- Develop positive & long-lasting relationship with Partners
- Building a comprehensive Business Development plan for Partners
- Providing training to partners on various financial products: Mutual Funds, Digital Gold, EMI Gold, Insurance
- Educating partners on specific product propositions to increase product sales
- Evaluating sales performance of partners & recommending improvements
Skills:
- Willingness to develop strong understanding of financial markets, investment products, and wealth management strategies.
- Excellent analytical, quantitative, and problem-solving skills.
- Good interpersonal and communication skills, with the ability to build trust and rapport with partners/investors.
- High ethical standards and commitment to maintaining partner/investor confidentiality.
- Effective networking and relationship-building abilities.
Working Conditions:
- Professional office environment with frequent digital meetings with partners/investors.
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive benefits package including health insurance, life insurance, provident funds etc.
- Professional development opportunities and support for continuing education and learning.