Relationship Manager

Company Description Wealthy is a fast-growing, award-winning platform that empowers Mutual Fund Distributors (MFDs) with advanced technology, dedicated support, and robust product research. Through a powerful app and branch network, Wealthy helps MFDs scale their assets under management (AUM) and accelerate clients wealth creation. More than 10,000 MFDs across 30+ branches rely on Wealthy's tools and services to deliver efficient, compliant, and client-focused investment solutions. The organization focuses on combining intuitive digital experiences with strong relationship management to support long-term success for both partners and investors.

Key Responsibilities: Relationship Manager

1. Partner Recruitment & Activation

● Identify, engage, and onboard new partners in line with the defined sales process.

2. Lead Conversion & Business Development

● Convert quality leads

● Ensure timely follow-up and closure of opportunities.

● Maintain strong relationships with partners

3. Product Knowledge & Training

● Stay updated on new product launches, process enhancements, and policy changes.

4. Sales Process Adherence

● Follow the defined sales process diligently — from task allocation to execution and

reporting.

● Document activities and updates accurately in the sales process system (CRM).

● Ensure compliance with all internal policies and business ethics standards.

5. Continuous Learning & Development

● Participate in training sessions and development programs identified by management.

Strive for continuous improvement in product knowledge, sales techniques, and partner

management skills.

CTC - Upto 5 LPA Fixed + Incentive