Relationship Manager

7 days ago

Pune, Maharashtra, India Orbitouch outsourcing pvt ltd Full time ₹ 30,00,000 - ₹ 60,00,000 per year

Urgent Hiring For Relationship/Wealth Manager(IFA Channel)

Location- Jaipur, Pune, Mumbai

Profile: Manager / Sr. Manager – Independent Financial

Experience- 2 years

Ctc- upto 7 Lpa (Depends on interview)

Working Days- 6 days

Reporting To: National Head

Key Responsibilities:

  • Strategic Planning and Leadership:
  • Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.
  • Identify and capitalize on new business opportunities to expand the IFA network.
  • Provide strategic insights and recommendations to senior management for scaling the business.
  • Relationship Management:
  • Build and nurture strong relationships with IFAs to ensure high engagement and retention.
  • Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
  • Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.
  • Sales and Business Development:
  • B2B sales by onboarding and activating high-performing IFAs.
  • Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
  • Analyze market trends, competition, and client feedback to identify gaps and opportunities.
  • Compliance and Reporting:
  • Ensure adherence to regulatory guidelines and organizational policies in all sales activities.
  • Prepare and present periodic sales reports, forecasts, and performance analyses to the management.
  • Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.

Qualifications and Skills Required:

  • Bachelor's/Master's degree in Business Administration, Finance, or a related field.
  • Minimum 2 years of experience in B2B sales, in wealth management industry.
  • Proven track record of managing and growing the IFA network.
  • Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.
  • Excellent communication, negotiation, and relationship-building skills.
  • Proficiency in using CRM tools, MS Office, and data analytics software.
  • Strategic thinker with strong leadership and team management capabilities.

Key Competencies:

  • Goal-oriented and results-driven approach.
  • Ability to manage multiple priorities and thrive in a fast-paced environment.
  • Strong problem-solving and decision-making skills.
  • Adaptability and willingness to embrace change.

Interested candidates can share resume on mail or ehatsapp for Shortlisting

Regards

Neetu Sharma

Job Types: Full-time, Permanent

Pay: ₹30, ₹60,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Health insurance
  • Provident Fund

Application Question(s):

  • How Much total years of experience do you have in Wealth managment ?
  • How much experience do you have in Mutual fund sales?
  • How much experience do you have with IFA (Independent Financial) Channel?
  • How much experience do you have in B2B sales?
  • your current ctc?
  • your Expected Ctc?
  • Notice Period (if any)?

Work Location: In person

  • Relationship Manager

    1 week ago

    Pune, Maharashtra, India Getnaukri Full time ₹ 4,20,000 - ₹ 6,00,000 per year

    Job Title: Relationship Manager – Home Loan Sales (Channel Manager)Department: SalesLocation: PuneReports To: Area Sales ManagerJob Summary:The Relationship Manager will be responsible for selling home loan products through different sales channels. The person will build and maintain strong relationships with customers and channel partners to increase...

  • Relationship Manager

    5 days ago

    Pune, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesLooking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context.Key...

  • Relationship Manager

    3 days ago

    Pune, Maharashtra, India FUNDSMART FINSERV PVT LTD Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Company DescriptionFUNDSMART FINSERV PVT LTD is an AMFI-registered Mutual Fund Distribution Company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other Financial Services. As industry experts, FUNDSMART provides personalized financial guidance to help individuals navigate complex investment landscapes. The company's vision...

  • Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Blox Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company Description is revolutionizing the real estate industry in India through innovative digitalization designed to set future standards. As the country's first technology-driven, consumer-centric real estate buying platform, Blox is committed to transforming the process of purchasing Indian real estate. Its fully integrated online system addresses pain...

  • Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Bandhan Agritech Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionBandhan Agritech Pvt. Ltd. is dedicated to transforming agriculture through innovative and sustainable practices. Our mission focuses on connecting Indian farmers with international markets to ensure fair pricing while promoting eco-friendly agricultural inputs. We specialize in supporting India's banana export industry by offering...

  • Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Royal 18 Global Tech Craft Pvt. Ltd. Full time ₹ 1,40,000 - ₹ 3,00,000 per year

    About Us:Royal 18 Global Tech Craft Pvt. Ltd. is a fast-growing technology company specializing in innovative solutions . Our flagship product launched recently which is a comprehensive Restaurant Management System (RMS) it is designed to streamline restaurant operations, enhance efficiency, and drive business growth.Role Overview:We are looking for an...

  • Relationship Manager

    19 hours ago

    Pune, Maharashtra, India ink wealth Full time ₹ 1,60,000 - ₹ 3,20,000 per year

    The Role: Role OverviewWe are looking for a dynamic Relationship Manager to strengthen client relationships, drive business growth, and enhance our digital presence. This role requires a mix of client servicing, sales expertise, and financial knowledge.Key Responsibilities Build and maintain strong client relationships Acquire new clients through lead...

  • Relationship Manager

    7 days ago

    Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 15,00,000 per year

    Job Description - Relationship Manager- Construction EquipmentSourcing new to bank (NTB) clients and client for used asset fundingRegular dealing with dealers, manufacturers and channel partners.Cross sell of working capital and other banking products.Relationship management with retail as well as SME and large corporates / Infrastructure companiesCandidate...

  • Relationship Manager

    1 week ago

    Pune, Maharashtra, India ink wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Founded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...

  • Relationship Manager

    3 days ago

    Pune, Maharashtra, India Speedioo Full time US$ 3,00,000 - US$ 9,00,000 per year

    About the RoleWe're looking for a passionate and energetic Relationship Manager to join our growing team at Speedioo. The ideal candidate will have hands-on experience in B2B sales, strong relationship-building skills, and the ability to connect effectively with showroom partners and business owners.Key ResponsibilitiesIdentify and connect with new...