Relationship Manager

About the Role

• Key member of Wealthy’s Partner Recruitment Team (PRT).
• Responsible for identifying, engaging, and onboarding high-potential partners into Wealthy’s wealth management ecosystem.
• Building relationships with wealth managers, financial advisors, mutual fund distributors, and other financial professionals.
• Understanding partner business needs and demonstrating how Wealthy’s technology, products, and solutions can help them scale.
• Managing the partner journey from prospecting and relationship building to onboarding and initial activation.
• Creating a strong foundation for long-term partner engagement.

Key Responsibilities

• Partner Identification & Recruitment
• Identify and build a pipeline of potential wealth managers, financial advisors, MFDs, and financial professionals.
• Research and understand prospective partners, their business models, client segments, and growth potential.
• Initiate business conversations and establish relationships with potential partners.
• Evaluate partner fit based on business potential, profile, and Wealthy’s requirements.
• Partner Engagement & Business Pitch
• Understand partner business needs, challenges, and growth objectives.
• Present Wealthy’s technology platform, product ecosystem, and value proposition.
• Conduct business discussions, product demonstrations, and solution presentations.
• Position Wealthy as a long-term business and technology partner.
• Partner Onboarding
• Own the end-to-end partner onboarding journey.
• Coordinate documentation, KYC, empanelment, and other onboarding requirements.
• Work closely with internal Operations, Compliance, Product, and Support teams.
• Ensure timely completion of onboarding.
• Partner Activation
• Drive the activation of newly onboarded partners on Wealthy’s platform.
• Help partners understand the platform, products, processes, and business opportunities.
• Identify initial business opportunities and support partners in getting started.
• Ensure a seamless transition from recruitment to active business engagement.
• Market Development
• Develop a strong understanding of the local wealth management and financial distribution ecosystem.
• Identify new partner segments and market opportunities.
• Build a network of relevant industry professionals and generate referrals.
• Participate in industry events, partner meets, seminars, and business development initiatives.
• Relationship Management
• Build strong and professional relationships with prospective and newly onboarded partners.
• Understand partner expectations and ensure a positive onboarding experience.
• Maintain regular engagement with partners during the initial phase.
• Identify opportunities to deepen relationships and increase partner engagement.
• CRM & Business Reporting
• Maintain accurate records of partner prospects, discussions, onboarding status, and business opportunities in the CRM.
• Manage the partner recruitment pipeline.
• Track key recruitment and onboarding metrics and provide regular business updates.
• Follow Wealthy’s defined processes, compliance requirements, and business ethics standards.
• Product & Industry Knowledge
• Develop strong knowledge of Wealthy’s technology platform and financial product ecosystem.
• Stay updated on developments in mutual funds, insurance, investments, wealth management, and FinTech.
• Participate in product and capability-building programs.

Qualifications

• 0–2 years of experience in FinTech, Wealth Management, BFSI, Mutual Funds, Insurance, Financial Distribution, or B2B Business Development.
• Experience in partner acquisition, relationship management, channel sales, or B2B sales is preferred.
• Good understanding of financial products and the wealth management ecosystem.
• Strong relationship-building and business communication skills.
• Comfortable working with CRM and technology-enabled sales platforms.
• Self-driven, target-oriented, and comfortable working in a fast-paced FinTech environment.