Wealth Relationship Manager

Total years of Experience: 1 to 2 years

About the Role:

We are looking for a motivated and dynamic Investment Relationship Officer to join our growing team. The ideal candidate will be responsible for developing new business opportunities, acquiring clients, and building long-term relationships to drive revenue growth. Candidates with experience in stock broking, mutual funds, or financial services will be preferred.

Key Responsibilities:

• Identify and cultivate new business opportunities through digital channels, referrals, and on-ground outreach initiatives.
• Engage with company-provided leads to convert prospects into active business partners and associates.
• Onboard new Authorized Persons (APs), Sub-Brokers, Business Associates, and Channel Partners to expand market reach and strengthen distribution networks.
• Deliver comprehensive onboarding, setup, and operational support to partners, ensuring smooth and efficient business functioning.
• Drive business growth by achieving predefined revenue and performance targets aligned with organizational objectives.
• Present partnership opportunities, business models, and customized proposals effectively to prospective clients.
• Develop and implement tailored business solutions based on client needs, market trends, and competitive insights.
• Maintain accurate, real-time documentation of client interactions, leads, and activities within the CRM system to ensure transparency and continuity.

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person