Relationship Manager in Bangalore

1 week ago

Bengaluru, Karnataka, India Buildwealth Technologies Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Key responsibilities: Relationship manager:

  • Partner recruitment & activation:
  • Identify, engage, and onboard new partners in line with the defined sales process.
  • Lead conversion & business development:
  • Convert quality leads
  • Ensure timely follow-up and closure of opportunities.
  • Maintain strong relationships with partners
  • Product knowledge & training:
  • Stay updated on new product launches, process enhancements, and policy changes.
  • Sales process adherence:
  • Follow the defined sales process diligently — from task allocation to execution and reporting.
  • Document activities and updates accurately in the sales process system (CRM).
  • Ensure compliance with all internal policies and business ethics standards.
  • Continuous learning & development:
  • Participate in training sessions and development programs identified by management.
  • Strive for continuous improvement in product knowledge, sales techniques, and partner management skills.

About Company: Wealthy ) is on a mission to provide every Indian access to Wealth management. Our platform allows individuals to invest in a variety of financial products such as mutual funds, AIFs, private shares, life insurance, health insurance, and more. We provide wealth management services via a network of advisor partners who earn a livelihood from Wealthy's platform while servicing clients with a tech-enabled 360-degree wealth management experience. The company was founded in 2015 by IIT and IIM graduates and has so far raised $9mn from Tier-1 investors and serves 5,000+ advisor partners and 50,000+ end customers across the country.

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