Senior Relationship Manager
On-siteMumbai, Maharashtra, India
Job Summary
Acquire, build, and maintain strong relationships with IFA, MFD, and RIA channel partners while demonstrating expertise in wealth management products including debentures, AIFs, PMS, and corporate bonds. Educate clients on product features, benefits, and risks, then identify new business opportunities through networking and referrals. Drive revenue growth by cross-selling services to existing clients, conducting thorough due diligence on investment providers to mitigate risks, and maintaining accurate records of interactions and transactions. Organize seminars and workshops to support business development activities. This role requires a proven track record of managing channel relationships and achieving targets within a fast-paced environment.
Required Qualifications
- Graduate or Master's Degree in finance, business administration, or a related field
- Prior experience working in a Private Bank/Wealth Management set up
- Proven track record of building and managing relationships with Channel Partners (IFA/ MFD/RIA) minimum of 3 years
- Strong understanding of wealth management products, Debentures, AIFs and PMS
- Strong communication sales skills
- Track record of achieving targets and achieving incentives
- Excellent communication skills
- Presentation skills
- Negotiation skills
- Ability to work independently
- Ability to work as part of a team
- Ability to work in a fast-paced environment
Desired Qualifications
- Master's Degree in finance, business administration, or a related field
- Relevant regulatory certifications (e.g., AMFI, NISM)
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