Relationship Manager

Urgent Hiring || Relationship Manager || Ahmedabad

Location- Ahmedabad

Profile: Manager / Sr. Manager – Independent Financial

Experience- 2 years

Ctc- upto 7 Lpa (Depends on interview)

Working Days- 6 days

Reporting To: National Head

Key Highlights:

• 3 decades of experience in Capital Markets
• SEBI registered Category – I Merchant Banker
• Association s Membership of NSE, BSE, BSE – WDM, MCX, NCDEX, MCX-SX, CDSL
• Access to Majority International Exchanges
• Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)
• Team of 250+ professionals (CA, CFA, CS, Financial Experts) and senior management with 20+ years of experience
• Associated with All Major Institutional Investors including Mutual Funds, Banks, Insurance Companies, NBFCs and Others
• Serving 750+ Major Corporates, Family Offices and 1000+ Retirement Funds C Pension Funds Across the Nation

Key Responsibilities:

• Strategic Planning and Leadership:

• Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.
• Identify and capitalize on new business opportunities to expand the IFA network.
• Provide strategic insights and recommendations to senior management for scaling the business.

• Relationship Management:

• Build and nurture strong relationships with IFAs to ensure high engagement and retention.
• Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
• Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.

• Sales and Business Development:

• B2B sales by onboarding and activating high-performing IFAs.
• Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
• Analyze market trends, competition, and client feedback to identify gaps and opportunities.

• Compliance and Reporting:

• Ensure adherence to regulatory guidelines and organizational policies in all sales activities.
• Prepare and present periodic sales reports, forecasts, and performance analyses to the management.
• Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.

Qualifications and Skills Required:

• Bachelor’s/Master’s degree in Business Administration, Finance, or a related field.
• Minimum 2 years of experience in B2B sales, in wealth management industry.
• Proven track record of managing and growing the IFA network.
• Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.
• Excellent communication, negotiation, and relationship-building skills.
• Proficiency in using CRM tools, MS Office, and data analytics software.
• Strategic thinker with strong leadership and team management capabilities.

Key Competencies:

• Goal-oriented and results-driven approach.
• Ability to manage multiple priorities and thrive in a fast-paced environment.
• Strong problem-solving and decision-making skills.
• Adaptability and willingness to embrace change.