Relationship Manager

Job Title:

Relationship Manager

Location:

Goa, Pune, Hubli, Belgaum, Devagiri, Mumbai (Dadar, Panvel, Andheri, Fort)

About Centricity:

Centricity

transform financial advisory into a scalable, digital-first, and client-centric profession.

Key Requirements:

• Graduate or higher degree in any discipline with a strong understanding of local demographics and solid relationships with IFAs / CAs.
  
• Minimum

  2 years of experience

  in handling MFD / IFA / financial products.
• In-depth knowledge of the financial services industry, especially in the assigned geography.
  

• Freshers

  with a passion for sales and business development in the financial domain are welcome to apply.

Primary Role:

Recruitment:

1. Generate leads for Financial Product Distributors (FPDs).
   
2. Coordinate and conduct business opportunity sessions for prospective/existing FPDs.
   
3. Assist new FPDs in clearing the

   NISM

   certification exams.

Business Development:

• Deliver product training to partners.
  
• Develop business plans for partners, support client meetings, joint calls, and asset allocation strategies.
  
• Build strong relationships with IFAs and partners in the region and ensure effective communication of products, solutions, and services.
  
• Conduct regular partner meets to share updates and enhance partner knowledge.