Role: Relationship Specialist
Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector.
As a Client Relationship Specialist, you will be the face of the AssetPlus brand, driving partner engagement, activation, and long-term relationship success.
What Will You Do?
•Be the primary point of contact and Client Relationship Specialist for AssetPlus
•Conduct discovery calls to understand partner requirements and identify ICP (Ideal Customer Profile) categories
•Deliver platform demos and drive conversions from leads to activated partners
•Guide partners seamlessly through the onboarding and activation journey
•Drive partner onboarding and activation targets consistently
•Engage with partners to help them effectively leverage the AssetPlus platform and its benefits
•Build and nurture long-term, value-based relationships aligned with partners’ business goals
•Provide consultative support to help partners scale their wealth management business
•Drive partner engagement through both online and offline initiatives (calls, meetings, webinars, events, etc.)
•Monitor partner performance and proactively work toward increasing activation and productivity
Key Responsibilities
•Lead-to-activation ownership: manage the journey from demo to active partner
•Ensure high-quality partner experience and seamless onboarding
•Track activation metrics and drive consistent business growth
•Maintain regular follow-ups to ensure sustained engagement and usage of the platform
•Collaborate with internal teams to resolve partner queries efficiently
Suitable Candidate Profile
•Sales and Relationship Management experience
•Ability to conduct effective discovery conversations and product demonstrations
•Target-driven with a strong conversion mindset
•Excellent communication skills (spoken proficiency in Hindi is mandatory)
•Self-driven, proactive, and comfortable working in a fast-paced environment
