Relationship Manager

3 days ago


Mumbai Metropolitan Region, IN Planify Capital Limited Full time

Identify and onboard strategic partners across private banks, wealth firms, NDs, and IFAs.

• Drive AIF and Alternate sales through alliance channels to meet AUM targets.

• Maintain strong senior-level relationships with key distribution partners.

• Conduct product presentations, training, and joint calls with partners.

• Develop account-wise business plans and monitor performance metrics.

• Coordinate with internal teams for seamless partner engagement and execution.

• Track market trends, competition, and regulatory developments in alternates.

• Ensure regular reporting and MIS updates for internal stakeholders.

Key Skills & Competencies:

• Strong understanding of AIF/PMS products, structures, and compliance.

• Proven experience in wealth/asset management sales or alliances.

• Excellent relationship management and stakeholder communication skills.

• Ability to drive revenue targets with strategic thinking and execution.

• Strong analytical and planning abilities with performance orientation.

• High self-motivation with ability to work independently and cross-functionally.

Qualifications:

• MBA

• 5–12 years in financial services, preferably in alternates sales or alliances.



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