Relationship manager

Position – Full time
Company - Choice International
Location – Mumbai
Job Type – Full time
About us
Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial
problems and bridging gaps for individuals, institutions and governments.
For past 31 years we are committed to help our clients achieve their financial aspirations and
promote value creation for society.
Position Summary:
Are you ready to take your career to the next level in the financial services industry? We are looking
for a motivated and dynamic Partner Onboarding Specialist to join our team! In this role, you will
conduct outbound calls to partners, presenting our diverse range of financial products and services.
You will facilitate the end-to-end onboarding process for new franchise and business partners,
ensuring a smooth transition into our organization. This includes sharing welcome materials,
coordinating with various departments to set up necessary payouts, and ensuring all paperwork is
completed accurately and on time.
Key Responsibilities:
- Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and
other banking products.
- Primary Point of Contact: Serve as the main point of contact for new franchises during their
onboarding period, addressing questions or concerns and providing guidance on company
procedures, resources, and available support channels.
- Monitor Performance: Track and report on performance metrics, partner feedback, and overall
business impact.
- Collaborate Internally: Work closely with the internal team to align product offerings with client
needs and company goals.

Requirements:
- Communication Skills: Excellent verbal and written communication skills in both English and Hindi.
- Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment.
- Financial Knowledge: A basic understanding of financial products and concepts.
- Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds,
is advantageous.
- Educational Background: A Bachelor’s degree in Finance is preferred.
Why Join Us?
- Be part of a dynamic team that values collaboration and innovation.
- Gain valuable experience in the financial services industry.
- Opportunity for professional growth and development.