Relationship Manager - Wealth

Job Description

Overview: Finhaat Wealth is an integrated financial products distribution platform serving investors pan-India through its channel partners. Finhaat Wealth Relationship Manager is responsible for onboarding and nurturing strong, long-term relationships with Individual Partners (Financial Product Distributors/ ARN Holder). The role includes acquiring new Partners as well as managing existing Partner relationships, by offering high-quality engagement to empower Partners and enable product sales. Role & responsibilities Partner Acquisition & On-boarding Recruit existing ARN holders as Partners by presenting them the Finhaat Wealth proposition Identify & meet/e-meet the potential leads who are open to become financial product distributors. Explain the business opportunity of becoming a Partner (ARN Holder) with Finhaat Wealth Ensure completion of on-boarding process for Partner through your operations team Partner Relationship Management Develop positive & long-lasting relationship with Partners Building a comprehensive Business Development plan for Partners Providing training to partners on various financial products: Mutual Funds, Digital Gold, EMI Gold, Insurance Educating partners on specific product propositions to increase product sales Evaluating sales performance of partners & recommending improvements Preferred candidate profile Willingness to develop strong understanding of financial markets, investment products, and wealth management strategies. Excellent analytical, quantitative, and problem-solving skills. Good interpersonal and communication skills, with the ability to build trust and rapport with partners/investors. High ethical standards and commitment to maintaining partner/investor confidentiality. Effective networking and relationship-building abilities. Working Conditions: Professional office environment with frequent digital meetings with partners/investors. Benefits: Competitive salary and performance-based incentives. Comprehensive benefits package including health insurance, life insurance, provident funds etc. Professional development opportunities and support for continuing education and learning.