Relationship Manager

1 day ago

Ahmedabad Gujarat India, Gujarat OrbiTouch HR Full time

// Urgent Hirirng For Manager / Sr. Manager – Independent Financial //


Location- Jaipur, Pune, Mumbai, Lucknow, Ahmedabad

Profile: Manager / Sr. Manager – Independent Financial

Experience- 2 years

Ctc- upto 7 Lpa (Depends on interview)

Working Days- 6 days

Reporting To: National Head


Key Responsibilities:

  1. Strategic Planning and Leadership:
  • Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.
  • Identify and capitalize on new business opportunities to expand the IFA network.
  • Provide strategic insights and recommendations to senior management for scaling the business.
  1. Relationship Management:
  • Build and nurture strong relationships with IFAs to ensure high engagement and retention.
  • Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
  • Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.
  1. Sales and Business Development:
  • B2B sales by onboarding and activating high-performing IFAs.
  • Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
  • Analyze market trends, competition, and client feedback to identify gaps and opportunities.
  1. Compliance and Reporting:
  • Ensure adherence to regulatory guidelines and organizational policies in all sales activities.
  • Prepare and present periodic sales reports, forecasts, and performance analyses to the management.
  • Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.

Qualifications and Skills Required:

  • Bachelor’s/Master’s degree in Business Administration, Finance, or a related field.
  • Minimum 2 years of experience in B2B sales, in wealth management industry.
  • Proven track record of managing and growing the IFA network.
  • Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.
  • Excellent communication, negotiation, and relationship-building skills.
  • Proficiency in using CRM tools, MS Office, and data analytics software.
  • Strategic thinker with strong leadership and team management capabilities.

Key Competencies:

  • Goal-oriented and results-driven approach.
  • Ability to manage multiple priorities and thrive in a fast-paced environment.
  • Strong problem-solving and decision-making skills.
  • Adaptability and willingness to embrace change.

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