Relationship Manager

2 days ago

Mumbai, Maharashtra, India I-CAN Financial Full time US$ 60,000 - US$ 1,20,000 per year

We are seeking a dynamic and driven Relationship Manager to join our growing financial distribution team, catering to high-net-worth individuals and/or strategic distribution partners. This role offers the opportunity to combine personalized client engagement with strong B2B relationship building, driving growth across our investment and portfolio management offerings. Essentially, you will act as the main point of contact for our clients.

Responsibilities:

B2C Function -

  • Develop a list of High Net Worth Individuals (HNI) and Mass Affluent clients in the designated area/location, using personal outreach.
  • Offer personalized financial solutions and support to clients, leveraging our technology platform and research resources.
  • Conduct regular portfolio reviews and provide clients with insights and recommendations to optimize their investments.

B2B Function -

  • Build and maintain robust rapport with Mutual Funds Distributors (MFDs), Wealth Managers, Regional Distributors (RDs), National Distributors (NDs), and Banks to enhance the sales of our products, initially focusing on Portfolio Management Services (PMS).
  • Provide support and assistance to our partners to maximize sales and market penetration
  • Expand the Partner base through referrals and networking to drive business growth.
  • Achieve and exceed sales targets, contributing to the overall growth and success of the organization.

Qualifications

  • 2-3 years' of client relationship experience (Not mandatory)
  • Ability to manage multiple projects and clients
  • Understanding of financial markets, investment products, and portfolio management (Not mandatory)
  • AMFI/NISM certifications (Mutual Fund Distributor, etc.) will be an added advantage
  • Strong networking and business development skills
  • Strong communication and interpersonal skills

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