Relationship Manager

Wealthy; Gurugram District; On-site; INR 350,000 - 520,000; Full time

Job summary

Wealthy is seeking a driven professional to become the main contact for our IFA partners, understanding their business objectives and challenges.

You will build strong relationships with IFAs, analyze client data, and translate insights into strategic recommendations that support mutual fund business goals.

In this role you will prospect for new sales leads, close opportunities, and manage ongoing partner relationships to drive growth.

Qualifications

• Understanding of mutual fund industry objectives and challenges.
• Proven ability to build relationships with IFAs.
• Strong communication and interpersonal skills.

Responsibilities

• Dialogue with partners to understand business objectives.
• Prospect for new sales leads and close sales.
• Manage relationships with partners/IFAs.
• Generate prospect leads for recruiting IFAs.

Skills

Communication

Interpersonal skills

Relationship management

Education

0-3 years' of IFA relationship experience

Job description

The ideal candidate will be responsible for gaining a deep understanding of the mutual fund industry's business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our ifa and analyzing their clients' data. Essentially, you will act as the main point of contact for our ifa.

Responsibilities

• Dialogue with our partners to understand their business objectives and challenges
• Prospect for new sales leads and close sales
• manage relationship with partners/ifa
• generate prospect lead for recruite ifa

Qualifications

• 0-3 years' of ifa relationship experience
• Ability to manage multiple tasks and ifa
• Strong communication and interpersonal skills