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Relationship Manager

Nuvama Wealthnavi mumbai, maharashtra, in

25 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 • navi mumbai, maharashtra, in