LiquiLoans - Relationship Manager

About the Role:

- We are looking for a dynamic and result-oriented Relationship Manager to join our growing team at LiquiBonds, a new-age investment platform under NDX Financial Services. The ideal candidate will focus on building strong relationships with Independent Financial Advisors (IFAs) while actively acquiring new IFAs to expand our partner network.

- This role requires a strong understanding of fixed income investment products (such as NCDs, Bonds, AIFs, and other structured debt instruments) and the ability to position these products effectively to financial intermediaries.

60% focus on New IFA Acquisition

- 40% focus on Relationship Management with existing IFAs

About the Company:

LiquiBonds is part of the NDX Financial Services group, previously known for its success in the P2P lending space through LiquiLoans. With a strategic pivot, LiquiBonds now focuses on offering a diversified portfolio of fixed income and alternative investment products like Listed/Unlisted NCDs, Corporate Bonds, Market-linked Debentures, AIFs, and other structured investment options.

Our mission is to democratize access to high-quality debt investments through a tech-enabled, transparent, and advisor-first platform designed to meet the evolving needs of investors and partners.

Key Responsibilities:

New IFA Acquisition (60%):

- Identify, reach out, and onboard new Independent Financial Advisors (IFAs) across target geographies.

- Conduct product demos, explain commission structures, and support onboarding processes.

- Build a scalable acquisition funnel using both direct and channel-based approaches.

Relationship Management (40%):

- Nurture relationships with onboarded IFAs to drive consistent engagement and investment volume.

- Conduct regular training, market updates, and portfolio discussions to add value to partner businesses.

- Resolve queries, ensure timely communication, and maintain a high satisfaction level among partners.

Product Positioning & Sales Strategy:

- Promote and pitch fixed income investment products (NCDs, Bonds, AIFs) aligned with investor profiles.

- Stay up to date with market trends, product launches, and regulatory changes.

- Provide insights to product and marketing teams based on partner feedback.

Reporting & MIS:

- Track acquisition funnel and partner activity using CRM tools and Excel dashboards.

- Share periodic reports on partner performance, pipeline, and revenue contribution.

What We're Looking For:

- 2 - 6 years of experience in B2B sales, preferably in financial services or investment product distribution.

- Prior experience in onboarding and managing IFAs/Wealth Managers is highly preferred.

- Strong knowledge of fixed income products Bonds, NCDs, AIFs, Structured Products, etc.

- Excellent interpersonal and communication skills (both verbal and written).

- Proficient in Microsoft Office (especially Excel) and CRM systems.

- Self-motivated, target-driven, and able to work independently in a fast-paced environment.

Why Join LiquiBonds?

- Be part of a rapidly scaling, tech-first investment platform with a modern approach to debt products.

- Opportunity to work closely with market leaders and seasoned professionals in wealth management.

- Drive your career growth in a future-focused organization with a transparent and collaborative work culture.

- Competitive compensation, incentives, and career progression opportunities.

If you are passionate about financial markets, enjoy building B2B relationships, and are driven by results we would love to hear from you!