Financial Services Channel Partner Relationship Manager

2 weeks ago


Cochin, Kerala, India Pivot Human Capital Full time

Pivot Human Capital is looking for a skilled Financial Services Channel Partner Relationship Manager to join our team. As a Business Development Manager, you will play a key role in expanding our business by managing relationships with channel partners and creating a network of mutual fund distributors (MFDs). We estimate the salary for this position to be around ₹1,300,000 per annum, considering the location and industry standards.

**Job Overview:**
- Manage relationships with channel partners to enhance business opportunities and drive growth
- Develop and maintain a network of MFDs to expand our reach and distribution capabilities
- Collaborate with channel partners and MFDs to identify and leverage growth opportunities in wealth management and financial services
- Provide ongoing financial advice on investment strategies, tax planning, and risk management
- Conduct financial assessments to evaluate client needs and recommend suitable financial solutions
- Regularly monitor and review client portfolios, making adjustments based on market conditions and changing client needs

**Key Responsibilities:**
- Build and maintain strong relationships with clients to understand their financial goals and provide tailored financial solutions
- Develop personalized financial plans for clients, manage their investment portfolios, and provide expert financial advice
- Create, develop, and nurture your own network of MFDs to expand our business and drive growth
- Stay updated on market trends, regulatory changes, and economic developments to offer timely advice

We offer a dynamic work environment, excellent career growth opportunities, and a competitive salary package. If you are a results-driven professional with a passion for business development and financial services, we encourage you to apply.



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