Relationship Manager

About the Role:

We are seeking a motivated and results-driven B2B Relationship Manager to join a fast-growing wealth management firm. This role involves building and nurturing a network of distribution partners such as IFAs, RIAs, and sub-brokers to promote a range of investment products.

Key Responsibilities:

• Identify, onboard, and manage distribution partners in Mumbai and surrounding areas
• Promote financial products including mutual funds, PMS, bonds, and other investment solutions
• Support partners in client goal planning, risk profiling, asset allocation, and portfolio structuring
• Drive AUM (Assets Under Management) growth through active partner engagement
• Maintain regular communication and build strong, long-term business relationships
• Assist with partner training and advisory presentations
• Use Excel and PowerPoint to prepare reports and track performance metrics

Job Types: Full-time, Permanent

Pay: ₹400,369.82 - ₹600,000.00 per year

Benefits:

• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Provident Fund

Ability to commute/relocate:

• Andheri, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What's your current CTC?
• What's your Expected CTC?
• What's your notice duration in number of days?

Work Location: In person