Job Description: Relationship Manager (Sales)

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.

experience

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relationship manager.

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