Relationship Manager

Relationship Manager- 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.
• Understand partner profiles and pitch suitable fixed-income products.
• 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 :

Thank You