Relationship Manager - Mutual Funds (NISM 5A)

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.