Virtual Relationship Manager

About the Company

Company Website:

Role Overview

Key Responsibilities

• Prospecting & Outreach

• Conduct cold calling, digital outreach, and networking to identify and connect with potential IFAs/IFDs and financial intermediaries.
• Generate qualified leads through structured prospecting strategies.

• Partner Acquisition & Onboarding

• Drive the acquisition of new IFAs/IFDs and onboard them onto the company's investment platform.
• Provide seamless onboarding experience and ensure all compliance/documentation requirements are met.

• Revenue Generation & Growth

• Be directly accountable for revenue generation from onboarded IFAs/IFDs by engaging them regularly and enabling business conversions.
• Work with IFAs to drive higher product adoption, cross-selling of investment products, and consistent business activity.
• Track performance metrics, identify growth opportunities, and implement strategies to maximize revenue.

• Relationship Management

• Build and nurture long-term relationships with IFAs to ensure loyalty and active participation.
• Act as the go-to relationship manager, providing product insights, market updates, and advisory support to help IFAs achieve success.

• Target Achievement & Reporting

• Consistently meet or exceed defined sales, onboarding, and revenue targets.
• Maintain accurate records of calls, meetings, conversions, and revenue contribution.
• Share timely reports and pipeline updates with the leadership team.

• Brand Advocacy

• Deliver a world-class partner experience while representing the company's brand and values.
• Be a trusted partner in the financial growth journey of IFAs and their investors.

Requirements

• Graduate in any discipline (Finance background preferred).
• 1 to 6 years of experience in sales, business development, or relationship management in BFSI/Financial Services.
• Strong communication, persuasion, and presentation skills.
• Proven ability to generate leads, onboard partners, and drive revenue growth.
• Self-motivated, target-driven, and comfortable working in a fast-paced environment.
• Basic knowledge of fixed-income and alternative investment products will be an added advantage.