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Relationship Manager

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Job Role & Responsibilities

  • Engage with distributors (IFAs, Banks, NDs) to drive sales and deepen relationships.
  • Manage direct selling efforts for HNI clients in the assigned territory.
  • Identify market opportunities and onboard new clients and IFAs.
  • Strategize and implement business plans for area growth and distributor performance.
  • Reactivate and expand relationships with non-active distributors.
  • Oversee branch Investor Relations (IR) and Direct Sales (DS) activities with support staff.
  • Conduct brand-building and relationship management initiatives to enhance visibility and goodwill.

Job Requirements

  • Minimum 3 years of experience in mutual fund sales or investment product distribution.
  • Proven track record of client value creation and sales performance.
  • Strong communication, presentation, and client engagement skills.
  • Sound knowledge of mutual fund products and capital markets.
  • Self-starter with a proactive and target-oriented approach.
  • AMFI certified NISM VA is mandatory.

Educational Qualifications

  • MBA/PGDM in Finance and/or Marketing.
  • Deep understanding of investment products and financial advisory.