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Job Description
Role: Client 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
Skills
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