B-2-B RM/B-2-C RM

Job Description

Job Title: B-2-B RM

Reports to: Director

Location: Andheri (East)

Skills Required:

 Good Communication & interpersonal skills.

 Knowledge of MS-Excel, word, Power point.

 Should possess strong networking & relationship building skills.

 Should be result oriented & team player.

 Energetic person with excellent analytical & multitasking abilities.

Duties & Responsibility: B-2-B

 Initiating and building distribution channel by appointing new distribution partners.

 Understanding and offering various financial products to channel partners

 Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and

portfolio structuring for their investors.

 Managing client AUM Across different financial products.

 Ability to sustain business relationships through prudent & meaningful Advisory and

prompt delivery with regards to key deliverables.

Education and Experience:

Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA

an added advantage.

2 to 6 Years’ experience in channel management.