Client Relationship Specialist

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 AssetPlu

s• Conduct discovery calls to understand partner requirements and identify ICP (Ideal Customer Profile) categorie

s• Deliver platform demos and drive conversions from leads to activated partner

s• Guide partners seamlessly through the onboarding and activation journe

y• Dri...