Relationship Manager - Multi Channel

Role Overview

The Relationship Manager – Multi Channel plays a crucial role in expanding mutual fund sales by cultivating robust relationships, boosting distributor engagement, and optimizing market share across various sales channels. This position demands exceptional skills in relationship management, a deep understanding of distribution channels, and a proven ability to drive sales within distributor networks.

Key Responsibilities

• Establish and nurture relationships with Mutual Fund Distributors (MFD), Independent Financial Advisors (IFA), Net Dealers (ND), and Banks to ensure sustained business growth.
• Maximize market coverage by driving sales across multiple sales channels.
• Strategize, plan, and implement business development activities, partnerships, and initiatives aimed at enhancing channel sales.
• Maintain regular engagement through meetings, business updates, and performance reviews with partners.
• Deliver timely market updates, product education, and investment insights to distributors to improve sales conversion rates.
• Provide excellent sales support and seamless service experience to maintain strong partner satisfaction.
• Execute relationship-building strategies and brand promotion efforts to enhance goodwill in the distribution network.

Experience & Expertise

• 2 to 3 years of relevant experience in Mutual Fund sales, Asset Management Company (AMC) sales, or banking sector.
• Demonstrated success in driving sales performance and generating client value.
• Thorough knowledge of distribution channels, mutual fund products, and capital markets.

Skills & Competencies

• Exceptional skills in managing relationships and engaging partners effectively.
• Excellent communication and interpersonal skills to influence and collaborate.
• Strong sales orientation with a consistent track record of meeting and exceeding targets.
• Keen ability to identify and capitalize on growth prospects within distributor networks.
• Sound understanding of financial markets and investment products.
• Influential capability to grow business through B2B channels.

Behavioural Attributes

• Demonstrates high ownership and sense of accountability.
• Results-driven with a proactive mindset.
• Customer and partner-focused approach in all engagements.
• Collaborative attitude to build lasting professional relationships.
• Strong dedication to execution and delivering outcomes.

Education & Certifications

• MBA degree is preferred.
• Mandatory NISM Certification (V-A).