Relationship Manager

Company Description

I-CAN Financial is dedicated to supporting clients in achieving their financial objectives through a comprehensive and well-researched approach. The organization facilitates access to a diverse range of asset classes, both within India and globally, ensuring tailored solutions to meet individual financial needs. I-CAN Financial is committed to raising awareness of the importance of financial planning and enhancing the recognition of financial advisory as a respected profession. The company aims to foster trust and long-term relationships with clients by providing exceptional financial services.

Role Description

Develop a list of High Net Worth Individuals (HNI) and Mass Affluent clients in the designated area/location, using personal outreach.

Offer personalized financial solutions and support to clients, leveraging our technology platform and research resources.

Conduct regular portfolio reviews and provide clients with insights and recommendations to optimize their investments.

Expand the client base with the help of referrals

Build and maintain robust rapport with Mutual Funds Distributors (MFDs), Wealth Managers, Regional Distributors (RDs), National Distributors (NDs), and Banks to enhance the sales of our products, initially focusing on Portfolio Management Services (PMS), Mutual Funds and Alternative Investment Funds (AIFs) and other products as applicable.

Provide support and assistance to our partners to maximize sales and market penetration

Expand the Partner base through referrals and networking to drive business growth.

Achieve and exceed sales targets, contributing to the overall growth and success of the organization.

Qualifications

• Strong interpersonal, communication, and relationship-building skills
• Analytical thinking, problem-solving, and financial planning abilities
• Knowledge of financial products, asset classes, and investment strategies
• Detail-oriented approach with the ability to manage multiple client accounts
• Background in finance, economics, or a related field (Bachelor's degree preferred)
• Previous experience in financial advisory or wealth management is a plus
• Ability to work in a collaborative, client-focused environment