Relationship Manager- Broking

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

Job Description – Channel Partner Department: Business Development / Partnerships Designation: Channel Partner Location: Bangalore / Bengaluru Employment Type: Full-time Experience: 2–6 years Industry: Fintech / Financial Services / Investments About the Role

We are looking for a driven and relationship-oriented Channel Partner to build, manage, and grow our network of strategic channel partners. The role will involve identifying potential partners, establishing strong business relationships, onboarding them, and driving revenue through partner-led business. The ideal candidate should have strong communication and relationship-management skills, a business development mindset, and an understanding of the financial services or fintech ecosystem.

Key Responsibilities

1. Partner Acquisition

* Identify and onboard new channel partners aligned with the company's business objectives. * Build a strong pipeline of prospective partners through market research, networking, referrals, and direct outreach. * Conduct partner meetings, presentations, and product/business discussions. * Evaluate partner potential based on market reach, customer base, business capability, and revenue potential.

2. Partner Relationship Management

* Develop and maintain long-term relationships with existing channel partners. * Act as the primary point of contact for partners and address their business and operational requirements. * Understand partner needs and identify opportunities for deeper collaboration. * Conduct regular partner reviews and business discussions to drive engagement and productivity.

3. Business & Revenue Growth

* Drive business generation through the channel partner network. * Set and track partner-wise business targets and performance. * Identify opportunities to increase partner contribution and customer acquisition. * Develop initiatives to improve partner activation, productivity, and retention. * Work closely with internal sales and business teams to ensure timely execution and closure of opportunities.

4. Partner Enablement * Ensure partners have a clear understanding of the company's products, processes, and value proposition. * Coordinate product training, onboarding sessions, and sales enablement initiatives. * Provide partners with relevant product information, marketing material, and sales support. * Gather market and partner feedback and share actionable insights with internal teams.

5. Market Development * Identify new markets, partner segments, and business opportunities. * Track competitor activity, market trends, and partner expectations. * Build a strong understanding of the fintech and financial services ecosystem. * Develop strategies to expand the partner network and increase market penetration.

6. Cross-functional Collaboration

* Work closely with Sales, Product, Operations, Marketing, Compliance, and Customer Success teams. * Coordinate partner onboarding and ensure documentation and compliance requirements are completed. * Resolve partner-related operational issues by coordinating with relevant internal stakeholders. * Maintain accurate partner data, pipeline updates, and business reports.

7. Key Performance Indicators (KPIs)

* Number of new partners onboarded * Partner activation and productivity * Partner-generated revenue/business volume * Revenue contribution per partner * Partner retention and engagement * Conversion rate of partner-generated leads * Achievement of monthly/quarterly business targets * Expansion of the active partner network

Requirements *

2–6 years of experience in Channel Sales,

Partner Management, Business Development,     Partnerships, or Relationship Management. * Experience in **fintech, financial services, investments, lending, wealth management, insurance, or related industries** is preferred. * Proven ability to build and manage external business relationships. * Strong communication, negotiation, and presentation skills. * Ability to identify business opportunities and convert them into partnerships. * Strong commercial understanding and target-oriented approach. * Comfortable working in a fast-paced and entrepreneurial environment. * Good analytical and problem-solving skills. * Willingness to travel for partner meetings and business development, when required.

What We Are Looking For

* Strong ownership and execution mindset. * Relationship builder with the ability to establish trust with partners. * High energy and proactive approach to business development. * Ability to work independently and manage multiple partner relationships. * Strong negotiation and stakeholder-management capabilities. * Customer and partner-first approach. * Ability to turn partnerships into measurable business outcomes.

Why Join Us?

* Opportunity to work in a fast-growing fintech environment. * Exposure to the fintech and financial services ecosystem. * Opportunity to build and scale strategic partnerships. * High ownership and visibility across business functions. 

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Key Deliverables:

● We're looking for a Partner Relations

● This role involves building and strengthening our connections with investors to

guarantee their contentment and active engagement.

● Act as the go-to contact for any investor-related questions or correspondence.

● Maintain robust relationships with our current investors, ensuring they're well-informed

about how their investments are performing through regular updates and reports.

● Formulate and execute customer acquisition and retention strategies.

● Organise and manage investor events, meetings, and presentations, whether online or

face-to-face, to conduct investment awareness programs.

● Work closely with other departments, such as finance, legal, and management.

● Keep a pulse on market trends, competitor moves, industry norms and regulatory

updates.

Key Competencies and skills:

● Good understanding of Finance and Financial Products

● Outstanding ability to interact and communicate with others.

● Willing to work flexible hours, focusing on customers' needs.

● Dedication to continually learn and adapt in a rapidly changing investment scene.

● Excellent skills in both writing and speaking, capable of explaining complex financial

topics simply and directly.

● Excellent at building relationships and interacting with people, always putting the

customer first in managing investor relations.

● Capable of juggling multiple tasks and setting priorities in a busy setting.

● Attention to detail and has a keen ability to analyse and solve problems.

Duties and Responsibilities

1. Build, lead, and motivate large teams, fostering a growth mindset and high performance
2. Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
3. Lead new account acquisition, product development, and management of the existing product suite
4. Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
5. Innovate and leverage technology for new product launches and cost optimization.
6. Ensure high levels of customer experience and satisfaction.
7. Analyze market trends, customer feedback, and competitor activities to identify new business opportunities and cross-selling avenues
8. Oversee day-to-day operations, ensuring efficiency and regulatory compliance across all channels
9. Present and implement plans for client base and revenue growth, operational efficiency, cost optimization, and digitization
10. Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
11. Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
12. Achieve revenue and client activation targets through effective advisory and relationship management
13. Attain through knowledge about stock market terms and trading practices

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

Business Development Manager (BDM)(Services)

Company Name - Inflow Technologies

Company details

Founded in 2005, Inflow Technologies is a niche player in the IT Infrastructure Distribution Services industry providing Value Added Distribution in Networking, Cyber Security, Unified Communications and Collaboration, AIDC, Surveillance, Server, Storage & Software related Products & Services in India/South Asia.

Inflow is headquartered in Bangalore with presence across 20+ locations, enabling resellers to design, deploy and adopt IT Infrastructure solutions to facilitate their customer needs. This initiative, supported by a strong technical team of 120+ certified resources, assists channel partners throughout their sales cycle.

Inflow has an annual run-rate revenue of USD 700+ Million.

Location - Mumbai, Bangalore

Mode of Working - Work From Office 

Days of Working - 5 Days a week

Responsibilities

Position Overview:

A BDM Professional is responsible for handling - Sales for Professional Services / Consulting/ Training and assessments for a Region.

Key Responsibilities:

• Needs to be proficient in IT Channel sales.
• 4+ years of experience in Channel Management & Channel Development in IT industry.
• Operate/position between the partners and their customers as a common entity
• Needs to work closely with the Delivery arm of Services for better solution positioning.
• Candidate should have strong understanding on Techno-commercial aspects of business.
• Must have excellent oral and written communication skills, including presentation skills.
• Should be strong in interpersonal skills.
• Candidate will be responsible for driving sales in his region for Professional Services, Support, Consulting, Training & Assessments

Skills Needed

Core Requirements

• Education & Experience: 4+ yrs of Experience in Channel Sales

Qualification - Graduate or Post Graduate

Minimum 4+ years experience

Interview process

2 Rounds Virtual and Final Face to Face