Relationship Manager - Wealth

Omnivore; Mumbai; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Competitive salary

Health insurance and provident funds

Professional development support

Job summary

Finhaat Wealth is seeking a Relationship Manager in Mumbai to onboard and nurture strong partnerships with Individual Partners (ARN Holders/Distributors). You will drive partner acquisition, explain opportunities, and ensure smooth onboarding through the operations team.

Responsibilities include training on funds, digital gold, EMI gold and insurance, building a robust BD plan, and maintaining high ethical standards and confidentiality while expanding the partner network.

Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing or related field.
• Willingness to understand financial markets and wealth products.
• Strong analytical and communication skills.
• Ability to build trust with partners and maintain confidentiality.

Responsibilities

• Partner Acquisition & On-boarding
• Recruit ARN holders as Partners by presenting Finhaat Wealth
• Identify & meet potential leads open to becoming distributors
• Explain the business opportunity of becoming a Partner with Finhaat Wealth
• Ensure completion of onboarding through the operations team
• Partner Relationship Management and long-term engagement
• Develop a comprehensive Business Development plan for Partners
• Provide training on Mutual Funds, Digital Gold, EMI Gold, Insurance
• Educate partners on product propositions to increase sales
• Evaluate sales performance of partners and suggest improvements

Skills

Wealth management

Analytical skills

Interpersonal skills

Ethical standards

Education

Bachelor's degree in Business Administration, Finance, Marketing

Job description

Company Information

Finhaat – a unique financial services distribution platform catering to the distinctive needs of financially underserved population – the Emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals.

Suraksha – Protection from Financial Shocks

Suvidha – Easy access to curated financial services

Samriddhi – Trusted Partner for overall financial prosperity

Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model.

Finhaat gives the right individual with an environment of immense growth depending on its capability and performance.

Job Description

• Job Title: Relationship Manager
• Qualification: Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Location: Vikhroli, Mumbai
• Domain: Wealth

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.

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

Skills:

• 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.