Relationship Manager - Wealth

Company Information

Finhaat – a unique financial services distribution platform catering to the distinctive needs  of financially underserved population – the Emerging Indians. Our journey started with the  belief that all individuals should be equipped to manage their financial health with ease  and confidence. This will be possible only when they have an easy access to solutions  that are in line with their financial goals. 

Suraksha – Protection from Financial Shocks 

Suvidha – Easy access to curated financial services 

Samriddhi – Trusted Partner for overall financial prosperity 

Finhaat has been created as a marketplace for financial services distribution that seeks to  connect the customer to the solution provider through an innovative financial service  distribution model.  

Finhaat gives the right individual with an environment of immense growth depending on  its capability and performance. 

Job Description

• Job Title: Relationship Manager 
• Qualification: Bachelor's degree in Business Administration, Finance, Marketing, or a related  field. 
• Location: Vikhroli, Mumbai  
• Domain: Wealth

Overview:

Finhaat Wealth is an integrated financial products distribution platform serving investors  pan-India through its channel partners. Finhaat Wealth Relationship Manager is  responsible for onboarding and nurturing strong, long-term relationships with Individual  Partners (Financial Product Distributors/ ARN Holder). The role includes acquiring new  Partners as well as managing existing Partner relationships, by offering high-quality  engagement to empower Partners and enable product sales. 

Responsibilities:

• Partner Acquisition & On-boarding 
• Recruit existing ARN holders as Partners by presenting them the Finhaat Wealth  proposition 
• Identify & meet/e-meet the potential leads who are open to become financial  product distributors. 
• Explain the business opportunity of becoming a Partner (ARN Holder) with Finhaat  Wealth 
• Ensure completion of on-boarding process for Partner through your operations  team 
• Partner Relationship Management 
• Develop positive & long-lasting relationship with Partners 
• Building a comprehensive Business Development plan for Partners
• Providing training to partners on various financial products: Mutual Funds, Digital  Gold, EMI Gold, Insurance 
• Educating partners on specific product propositions to increase product sales
• Evaluating sales performance of partners & recommending improvements

Skills:

• Willingness to develop strong understanding of financial markets, investment  products, and wealth management strategies. 
• Excellent analytical, quantitative, and problem-solving skills. 
• Good interpersonal and communication skills, with the ability to build trust and  rapport with partners/investors. 
• High ethical standards and commitment to maintaining partner/investor  confidentiality. 
• Effective networking and relationship-building abilities.

Working Conditions:

• Professional office environment with frequent digital meetings with partners/investors.

Benefits:

• Competitive salary and performance-based incentives. 
• Comprehensive benefits package including health insurance, life insurance,  provident funds etc. 
• Professional development opportunities and support for continuing education and  learning.