Position Overview
- Position Title: Relationship Manager
- Grade: Assistant Manager / Manager
- Reporting To: Cluster Head
- Locations: Bengaluru & Hyderabad
- Target Experience: 5 - 7 Years
Job Purpose
The Relationship Manager will be responsible for driving sales growth, developing distribution channels, and acquiring investors across retail, institutional, and banking channels through direct efforts and distributor-led initiatives.
Key Responsibilities
- Sales & Revenue Targets: Achieve assigned targets across key metrics including Assets Under Management (AUM), Gross/Net Sales, SIP acquisitions, number of transactions, customer account additions, and market share growth.
- Channel Development & Management: Identify, onboard, and manage relationships with key distributors, including Banks, National Distributors, and IFAs.
- Strategy & Planning: Collaborate with the Cluster Head to create channel-specific growth strategies and go-to-market plans.
- Campaign & Product Execution: Lead and implement sales promotion drives, marketing campaigns, and new product launches across the assigned territory.
- Team Management & Training: Manage and support sales/distribution staff (permanent and outsourced). Conduct market and product training sessions for internal teams and external distributors.
- Reporting & Market Intelligence: Provide regular updates, market feedback, and progress reports to the Cluster Head.
- Stakeholder Coordination: Coordinate internally with Marketing, Operations, Customer Support, and Compliance teams to ensure smooth service delivery and regulatory adherence.
Key Connects & Stakeholders
- Internal: Marketing, Customer Service / Operations, Compliance.
- External: Distributors (Banks, National Distributors), HNI Customers, Financial Institutions, Banking Channels.
Candidate Requirements & Qualifications
- Education: Postgraduate degree or MBA from a recognized business school.
- Mandatory Certification: Valid NISM Series V-A Certification is strictly required.
- Work Experience: Minimum 5 to 7 years of experience in financial product sales.
- Industry Background: Currently working in an AMC, National Distributor network, Life Insurance (Bancassurance/Direct), Banking, or NBFC.
Core Competencies & Skills
- Strong understanding of retail financial products, specifically Mutual Funds and distribution models.
- Proven track record in channel management and relationship building with distributors and institutional clients.
- Solid business acumen and financial market awareness.
- Strong leadership, team management, and presentation skills.
- Excellent verbal and written communication skills.
