Role Overview
We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships.
Key Responsibilities
- Identify, approach, and build partnerships with wealth managers, financial consultants, chartered accountants, investment advisors, family offices, portfolio managers, and other advisors.
- Generate new leads through strategic partnerships, advisor networks, and business outreach.
- Meet clients face-to-face to understand needs, present solutions
- Actively follow up with prospective partners and clients
- Develop and maintain strong long-term relationships with strategic partners to drive recurring business.
- Collaborate with internal marketing, business development team to ensure smooth execution of partnership-driven opportunities.
- Represent the company in networking events, roadshows, and industry forums to expand reach.
- Provide regular reporting on partnership activities, pipeline, and conversion metrics to management.
Requirements
- Master's degree in Business, Finance or Marketing/ CA
- 2-6 years of experience in business development, corporate banking, partnerships within financial services, wealth management, or capital markets.
- Strong network of advisors (CAs, wealth managers, IFAs, investment bankers, etc.) is highly desirable.
- Excellent communication, presentation, and interpersonal skills.
- Willingness to travel frequently to meet advisors and clients.
- Relationship-building and networking ability
