Relationship Manager

2 days ago

Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Relationship Manager- B2B Business

Role 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
: Mumbai

Key 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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