Relationship Manager

1 hour ago

bangalore, India 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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