Job Description
Job Description
Job Title: B-2-B RM
Reports to: AVP
Location: Andheri (East)
CTC range: 4 lacs to 6 lacs per annum
Skills Required:
• Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc.
• Good Communication& interpersonal skills.
• Knowledge of AI tools and generate clients report.
• Should possess strong networking & relationship building skills.
• Should be result oriented & team player.
• Energetic person with excellent analytical& multitasking abilities.
Duties & Responsibility: B-2-B
• Initiating and building distribution channel by appointing new distribution partners.
• Understanding and offering various financial products to channel partners
• Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and
portfolio structuring for their investors.
• Managing client AUM Across different financial products.
• Ability to sustain business relationships through prudent & meaningful Advisory a n d
prompt delivery with regards to key deliverables.
Education and Experience:
Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage.
2 to 6 Years’ experience in channel management.