Financial Services Partnership Manager

3 days ago


Kolkata Pune Mumbai, India beBeePartnership Full time ₹ 1,04,000 - ₹ 1,30,878
Financial Services Partnership Manager

We are seeking a skilled Financial Services Partnership Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with financial advisors, acting as the primary point of contact and ensuring their needs and expectations are met.

Key Responsibilities:

  • IFA Relationship Management
  • Collaborate with financial advisors to understand their business goals, investment strategies, and client profiles.
  • Business Development
  • Identify new business opportunities with financial advisors to expand our product and service offerings.
  • Promote Our Products and Services
  • Demonstrate the benefits of our financial products and services to financial advisors and their clients.
  • Client Support and Education
  • Provide personalized support to financial advisors, addressing their inquiries, offering product information, and assisting with financial planning solutions.
  • Sales and Performance Metrics
  • Collaborate with financial advisors to set performance targets and sales goals.
  • Market Insights and Research
  • Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry.
  • Provide financial advisors with timely insights and research to support their decision-making.


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