Relationship Manager
2 days ago
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 across India.
• Understand partner profiles and pitch suitable fixed-income products like NCDs, Corporate FDs, SGBs, etc.
• 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:
• 1–3 years of experience in B2B wealth distribution or financial advisory.
• 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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