Relationship Manager

GetFive

2 - 6 years

0 Lacs

ahmedabad gujarat india

Posted:2 weeks ago| Platform: Foundit logo

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Skills Required

partnerships business development corporate banking wealth management capital markets

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview

Relationship Manager

Key Responsibilities

Identify, approach, and build partnerships with wealth managers, financial consultants, chartered accountants, investment advisors, family offices, portfolio managers, and other advisors.
Generate new leads through strategic partnerships, advisor networks, and business outreach.
Meet clients face-to-face to understand needs, present solutions
Actively follow up with prospective partners and clients
Develop and maintain strong long-term relationships with strategic partners to drive recurring business.
Collaborate with internal marketing, business development team to ensure smooth execution of partnership-driven opportunities.
Represent the company in networking events, roadshows, and industry forums to expand reach.
Provide regular reporting on partnership activities, pipeline, and conversion metrics to management.

Requirements

Master's degree in Business, Finance or Marketing/ CA
2-6 years of experience in
business development, corporate banking, partnerships
within financial services, wealth management, or capital markets.
Strong network of advisors (CAs, wealth managers, IFAs, investment bankers, etc.) is highly desirable.
Excellent communication, presentation, and interpersonal skills.
Willingness to travel frequently to meet advisors and clients.
Relationship-building and networking ability

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