Relationship Manager - Banking Channel

Role Overview

The Relationship Manager for the Banking Channel will focus on enhancing mutual fund sales by establishing and maintaining robust relationships with banking distribution partners. This role demands excellent interpersonal communication, commercial insight, and the capability to engage and influence key stakeholders within banks to maximize market presence.

Key Responsibilities

• Develop and sustain strong collaborations with banking channel partners such as Branch Managers, Relationship Managers, and Investment Advisors.
• Serve as the main liaison for designated bank branches or clusters, providing ongoing engagement and support to partners.
• Implement systematic engagement strategies including routine branch visits, collaborative client meetings, and regular performance reviews.
• Empower partners with relevant market knowledge, product information, and sales assistance to boost conversion rates.
• Provide consistent updates regarding business outcomes, upcoming opportunities, and sales pipeline status.
• Deliver compelling presentations and conduct partner training sessions effectively.
• Maintain excellent sales support and ensure a superior partner experience.
• Comply with regulatory guidelines, sales protocols, and internal controls to uphold operational integrity.
• Adhere to the highest standards of transparency, ethics, and investor protection practices.

Experience & Expertise

• Two to three years of professional experience in Mutual Funds or Banking Distribution sectors.
• Proven record of successfully expanding banking partnerships and networks.
• Comprehensive understanding of mutual fund products, banking distribution channels, and relevant market trends.

Skills & Competencies

• Excellent relationship management and stakeholder engagement capabilities.
• Proficiency in influencing and driving business development through B2B sales frameworks.
• Strong verbal and written communication skills.
• Sales-driven mindset with a proven ability to meet or exceed targets.
• Good grasp of mutual fund offerings and capital market dynamics.
• Analytical skills with a focus on identifying and harnessing growth prospects.

Behavioural Attributes

• Demonstrates high ownership and accountability.
• Maintains a relationship-first attitude.
• Proactive with a results-focused approach.
• Strong collaborator with persuasive influence skills.
• Customers’ needs oriented.

Education & Certifications

Possession of NISM Certification is mandatory for this role.

Compensation

The role offers a monthly remuneration ranging between 45000 and 65000 INR.