Buildwealth Technologies Private Limited

As a Relationship Manager at Wealthy, you will have the following key responsibilities: - 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. Wealthy (www.wealthy.in) is on a mission to provide every Indian access to Wealth management. The platform allows individuals to invest in a variety of financial products such as mutual funds, AIFs, private shares, life insurance, health insurance, and more. Wealthy provides wealth management services via a network of advisor partners who earn a livelihood from the 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.,