Relationship Manager
Finhaat Insurance Broking
- Posted: 5 months ago
- Openings: 10
- Applicants: 0
Job Description
Products
Relationship Manager Vikhroli, Mumbai
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.
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.
Job Openings
Cluster Manager
Gujarat, Bangalore, Chennai
Institutional Sales
Operations Head - Finhaat Wealth India Private Limited (FWIPL) Vikhroli, Mumbai
National Sales Head - Finhaat Wealth India Private Limited (FWIPL) Vikhroli, Mumbai
More Info
Education
Any Graduate
Not Disclosed
Required Skills
Relationship Management
emi
Health insurance
sales
wealth management
networking
Analytical
Relationship building
Contact Details
Finhaat Insurance Broking
+91 987654567
info@finhaat.com
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