Relationship Manager - Multi Channel

Role Overview

The Relationship Manager for Multi Channel will focus on increasing mutual fund sales by fortifying distributor relationships, enhancing engagement, and expanding market share. This role demands effective relationship management, deep channel knowledge, and the capability to drive distributor network sales.

Key Responsibilities

• Formulate and nurture connections with Mutual Fund Distributors (MFD), Independent Financial Advisors (IFA), NBFCs, and banks to enable sustained business growth.
• Optimize market presence across several distribution channels.
• Plan and implement business development strategies, partnership agreements, and initiatives to boost channel sales.
• Maintain frequent communication with partners through meetings, updates, and performance reviews.
• Deliver timely market intelligence, product details, and investment guidance to distributors to improve sales conversion rates.
• Ensure high-quality sales support and service delivery to uphold excellent partner experiences.
• Drive brand awareness and relationship-building activities to enhance goodwill within channels.

Experience & Expertise

• 2 to 3 years of relevant experience in mutual fund sales, asset management company operations, or banking sectors.
• Proven success record in sales generation and client value creation.
• Solid grasp of distribution channels, mutual fund offerings, and capital market dynamics.

Skills & Competencies

• Exceptional skills in relationship management and partner engagement.
• Strong communication and interpersonal skills.
• Sales-driven mindset with a record of meeting or exceeding targets.
• Ability to identify and capitalize on growth prospects within distributor networks.
• Good knowledge of financial markets and investment products.
• Ability to influence stakeholders and drive business growth through B2B channels.

Behavioural Attributes

• Strong sense of ownership and responsibility.
• Results-focused, proactive attitude.
• Customer- and partner-oriented approach.
• Collaborative nature geared towards establishing long-term relationships.
• Focused and disciplined execution skills.

Education & Certifications

• MBA degree preferred.
• Mandatory possession of NISM Certification (Series V-A).