Relationship Manager
2 weeks ago
Relationship Manager- B2B BusinessRole 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 : MumbaiKey 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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Relationship Manager
4 weeks ago
Mumbai, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Mumbai. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering...
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Relationship manager
2 weeks ago
Mumbai, India EducoHire Full timeJob Title: Relationship Manager Location: Mumbai Salary: 8 LPA Industry: BFSI / Financial Services Job Type: Full-Time Job Summary: We are seeking a dedicated and customer-oriented Relationship Manager to manage client portfolios, drive business growth, and ensure exceptional service delivery. The role requires strong communication skills, sales capability,...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India The Zero Group Full timeCompany DescriptionThe Zero Group is where real estate meets lifestyle. We don't just sell spaces — we help you find your moment and own your future. Specializing in residential, commercial properties, and plots, we deliver zero stress and 100% commitment to our clients. Let's build your tomorrow, starting from Zero.Role DescriptionThis is a full-time...
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Relationship Manager
2 weeks ago
mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
