Relationship Manager

About the Role

As a Relationship Manager – Partner Recruitment, you will be a key member of Wealthy’s Partner Recruitment Team (PRT), responsible for identifying, engaging, and onboarding highpotential partners into Wealthy’s growing wealth management ecosystem. The role involves building relationships with wealth managers, financial advisors, mutual fund distributors, and other financial professionals, understanding their business needs, and demonstrating how Wealthy’s technology, products, and solutions can help them scale their business. You will be responsible for managing the partner journey from prospecting and relationship building to onboarding and initial activation, while creating a strong foundation for longterm partner engagement.

Key Responsibilities

1. Partner Identification & Recruitment

• Identify and build a pipeline of potential wealth managers, financial advisors, MFDs, and financial professionals within the assigned market.

• Research and understand prospective partners, their business models, client segments, and growth potential.

• Initiate meaningful business conversations and establish relationships with potential partners.

• Evaluate partner fit based on business potential, profile, and Wealthy’s partner requirements.

2. Partner Engagement & Business Pitch

• Understand the partner’s business needs, challenges, and growth objectives.

• Present Wealthy’s technology platform, product ecosystem, and value proposition effectively.

• Conduct business discussions, product demonstrations, and solution presentations with prospective partners.

• Position Wealthy as a long-term business and technology partner, rather than simply a product provider.

3. Partner Onboarding

• Own the end-to-end partner onboarding journey, ensuring a smooth and professional experience.

• Coordinate documentation, KYC, empanelment, and other onboarding requirements.

• Work closely with internal Operations, Compliance, Product, and Support teams to resolve onboarding-related requirements.

• Ensure timely completion of onboarding within defined processes and timelines.

4. Partner Activation

• Drive the activation of newly onboarded partners on Wealthy’s platform.

• Help partners understand the platform, products, processes, and available business opportunities.

• Identify the initial business opportunities for newly onboarded partners and support them in getting started.

• Coordinate with relevant internal teams to ensure a seamless transition from recruitment to active business engagement.

5. 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 within the partner ecosystem.

• Participate in industry events, partner meets, seminars, and other business development initiatives.

6. 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 of their association with Wealthy.

• Identify opportunities to deepen the relationship and increase partner engagement.

7. CRM & Business Reporting

• Maintain accurate records of partner prospects, discussions, onboarding status, and business opportunities in the CRM.

• Manage the partner recruitment pipeline and ensure timely movement of opportunities through defined stages.

• Track key recruitment and onboarding metrics and provide regular business updates.

• Follow Wealthy’s defined processes, compliance requirements, and business ethics standards.

8. 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 to continuously improve partner conversations and business outcomes.

Key Success Metrics

• Quality of partners recruited

• Number of partners successfully onboarded

• Partner activation rate

• Time taken from recruitment to activation

• Partner productivity and initial business contribution

• Partner engagement and retention

• Pipeline quality and conversion

• Revenue / AUM / business contribution, as applicable

• CRM and process adherence

Candidate Profile

• 0–5 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