Relationship Manager-b2b

6 days ago


Ahmedabad Gujarat, India Investmentor Securities Ltd Full time

**Key Responsibilities**

**Expert Onboarding & Relationship Management**
- Source, evaluate, and onboard credible financial experts to the FinMentor platform.
- Manage the end-to-end onboarding journey: profile setup, documentation, platform walkthrough, and branding alignment.
- Maintain ongoing expert relationships, ensuring engagement, satisfaction, and availability.
- Organize periodic expert meetings, community events, or feedback sessions to build rapport and platform loyalty.

**Marketing & Expert Promotion**
- Create expert profiles, bios, and marketing collateral (presentations, case studies, intro videos).
- Collaborate with experts to build their personal brand under the FinMentor umbrella.
- Track performance of expert-specific campaigns (e.g., webinar attendance, conversion rates).

**Company Branding & Communication**
- Own and update FinMentor’s company pitch deck, one-pagers, and introductory materials.
- Support founders in refining and delivering the company pitch to stakeholders, partners, and early clients.
- Prepare expert-client meeting material and ensure seamless pre-meeting alignment and follow-up.

**Strategy & Process Building**
- Design scalable processes for expert acquisition, onboarding, and performance tracking.
- Identify key metrics to measure expert engagement and platform ROI.
- Act as a bridge between experts, product team, and business development for continuous feedback.

**You Might Be a Fit If You**:

- Are a great communicator (written and verbal in english) and can pitch with clarity and enthusiasm.
- Highly self-directed.
- Understand the basics of finance or have experience in financial services (a plus).
- Are detail-oriented and able to manage multiple expert relationships simultaneously

**Job Type**: Part-time

Pay: ₹15,000.00 - ₹16,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Application Question(s):

- How many years of work experience do you have with Building Clientele?
- Do you have any experience in Marketing?



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