Z-3175 | Relationship Manager-Channel Partner - Sales

• 2–5 years of experience in channel partner management in financial services, preferably in PMS or AIF.
• Must have an existing network of active channel partners (Independent Financial Advisors, Registered Investment Advisors, Aggregators, Wealth Managers and Family Offices)
• Proven track record of delivering business through relationship-based selling.
• Strong communication, presentation, and interpersonal skills.
• Self-starter with a growth mindset and strong accountability for performance.
• Based in Mumbai / Ahmedabad. 

Job Summary:
We are looking for a high-performing and self-driven Relationship Manager to manage and expand relationships with channel partners (Independent Financial Advisors, Registered Investment Advisors, Aggregators, Wealth Managers, Family Offices). The ideal candidate should have existing strong relationships from the above, a serious career mindset, and a hunger to grow professionally. We offer a performance-driven culture, strong support, and a competitive compensation structure.
 
Key Responsibilities:
Leverage your existing network of channel partners to pitch and promote Sowilo’s PMS offerings.
Develop new ones across Mumbai/ Ahmedabad, manage and nurture existing relationships with channel partners.
Conduct periodic partner meetings, presentations, and investment product briefings.
Engage and convert inbound leads from digital and online channels into active clients.
Drive business targets through consistent partner engagement and onboarding.
Act as the single point of contact for channel partners to provide product updates, support sales closures, and address queries.
Maintain up-to-date MIS and reports on partner activity, pipeline, and business generation
Act as the single point of contact for channel partners to provide product updates, support sales closures, and address queries.
Maintain up-to-date MIS and reports on partner activity, pipeline, and business generation