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Relationship Manager

Relationship Manager

Nuvama WealthPune, Maharashtra, India
27 days ago
Job description

Online Activation Desk for B2B Business

Role Overview :

We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant / inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be comfortable with high-volume partner outreach and consultative selling.

Location : Mumbai

Key Responsibilities :

  • Reach out to inactive / dormant partners mapped to the B2B desk across India.
  • Understand partner profiles and pitch suitable fixed-income products like NCDs, Corporate FDs, SGBs, etc.
  • Schedule product discussions, webinars, or one-on-one meetings to reinitiate engagement.
  • Work closely with product and operations teams to onboard partners into new investment opportunities.
  • Track, follow up, and convert leads into active transacting partners.
  • Maintain partner engagement records using CRM tools and internal dashboards.
  • Achieve monthly activation and revenue targets from the assigned pool.
  • Stay updated with the latest product launches, market trends, and compliance updates.

Key Skills & Requirements :

  • 1–3 years of experience in B2B wealth distribution or financial advisory.
  • Exposure to fixed-income products (NCDs, Bonds, FDs) is a strong advantage.
  • Strong communication and relationship-building skills.
  • Ability to manage multiple partner relationships remotely.
  • Self-starter with a proactive attitude and execution mindset.
  • Familiarity with CRM and sales tools is preferred.
  • Thank You,

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    Relationship Manager • Pune, Maharashtra, India

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