Relationship Manager

About the Role

As a Relationship Manager Partner Recruitment, you will be a key member of Wealthy Partner Recruitment Team (PRT), responsible for identifying, engaging, and onboarding high potential partners into Wealthy 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 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 long term 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.

2. Partner Engagement & Business Pitch

• Understand the partners business needs, challenges, and growth objectives.
• Present Wealthy technology platform, product ecosystem, and value proposition effectively.

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.

4. Partner Activation

• Drive the activation of newly onboarded partners on Wealthy platform.
• Help partners understand the platform, products, processes, and available business opportunities.

5. Market Development

• Develop a strong understanding of the local wealth management and financial distribution ecosystem.
• Identify new partner segments and market opportunities.

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