Strategic Partnership Builder

16 hours ago

Ahmedabad, Gujarat, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 8,00,000

Drive Sales Growth and Build Strategic Partnerships


As a seasoned professional in relationship management, you will be responsible for developing and maintaining long-term relationships with wealth counters and PCG counters to drive sales and increase our market share.

We are seeking an experienced Relationship Manager who possesses excellent communication, negotiation, and relationship-building skills. You will play a crucial role in understanding client financial goals, risk tolerance, and investment preferences to provide tailored solutions that meet their needs.
Key Responsibilities:
  • Develop and maintain strategic partnerships with wealth counters and PCG counters to drive sales growth
  • Understand client financial goals, risk tolerance, and investment preferences to provide tailored solutions
  • Manage existing and potential Private Wealth Channel relationships
  • Regularly communicate and update channel partners about the performance and unique selling propositions (USPs) of existing funds, as well as new product launches

Requirements:
  • Bachelor's degree in Finance, Business Administration, or a related field
  • A Master's degree or relevant certifications (e.g., CFA) is a plus
  • Proven experience in sales and relationship management, preferably within the asset management or financial services industry
  • Strong understanding of investment products, market dynamics, and regulatory requirements

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