Relationship Manager

Founded in 2015 by IIT-IIM alumni Prashant Gupta and Aditya Agarwal, Wealthy has grown into one of the leading platforms in the wealth management space. We are dedicated to bridging the gap in wealth management accessibility. Operating at the intersection of technology and finance, Wealthy has earned recognition for its advanced platform and has secured substantial Series A and B funding from leading investor Alpha Wave Incubation. We offer over 10 financial product categories and work with 8,000+ partners nationwide, including wealth managers, mutual fund distributors and financial advisors, empowered by our platform. Our dedicated team of 250 professionals, many from esteemed institutions such as the IIMs and IITs, drives our success. Managing over ₹6,000 crore in assets, our proprietary technology empowers thousands of partners to deliver exceptional wealth management experiences. This innovation and impact earned us the ETBFSI FinNext Award for Best Wealth Management Solution, cementing our position as an industry leader. To know more, please Visit https://www.wealthy.in/about-us 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.