Relationship Manager
3 days ago
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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