Relationship Manager

3 weeks ago

Mumbai Maharashtra India, Maharashtra Nuvama Wealth Full time

Relationship Manager- B2B Business


Role Overview:


We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be comfortable with high-volume partner outreach and consultative selling.


Location: Mumbai


Key Responsibilities:


• Reach out to inactive/dormant partners mapped to the B2B desk.

• Understand partner profiles and pitch suitable fixed-income products.

• Schedule product discussions, webinars, or one-on-one meetings to reinitiate engagement.

• Work closely with product and operations teams to onboard partners into new investment opportunities.

• Track, follow up, and convert leads into active transacting partners.

• Maintain partner engagement records using CRM tools and internal dashboards.

• Achieve monthly activation and revenue targets from the assigned pool.

• Stay updated with the latest product launches, market trends, and compliance updates.


Key Skills & Requirements:


• 3+ years of experience in B2B wealth distribution.

• Exposure to fixed-income products (NCDs, Bonds, FDs) is a strong advantage.

• Strong communication and relationship-building skills.

• Ability to manage multiple partner relationships remotely.

• Self-starter with a proactive attitude and execution mindset.

• Familiarity with CRM and sales tools is preferred.


Thank You

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