Relationship Manager in Bangalore

Key responsibilities : Relationship manager :

• Partner recruitment & activation :
• Identify, engage, and onboard new partners in line with the defined sales process.
• Lead conversion & business development :
• Convert quality leads
• Ensure timely follow-up and closure of opportunities.
• Maintain strong relationships with partners
• Product knowledge & training :
• Stay updated on new product launches, process enhancements, and policy changes.
• Sales process adherence :
• Follow the defined sales process diligently — from task allocation to execution and reporting.
• Document activities and updates accurately in the sales process system (CRM).
• Ensure compliance with all internal policies and business ethics standards.
• Continuous learning & development :
• Participate in training sessions and development programs identified by management.
• Strive for continuous improvement in product knowledge, sales techniques, and partner management skills.

About Company : Wealthy (www.wealthy.in) is on a mission to provide every Indian access to Wealth management. Our platform allows individuals to invest in a variety of financial products such as mutual funds, AIFs, private shares, life insurance, health insurance, and more. We provide wealth management services via a network of advisor partners who earn a livelihood from Wealthy's platform while servicing clients with a tech-enabled 360-degree wealth management experience. The company was founded in 2015 by IIT and IIM graduates and has so far raised $9mn from Tier-1 investors and serves 5,000+ advisor partners and 50,000+ end customers across the country.

Skills Required

Crm