Relationship Manager

Job Summary

We are seeking a target-driven Relationship Manager for a B2B role focused on acquiring and managing Channel Partners (IFA/MFDs, Sub-brokers, and Corporate Associates) for distribution of wide range of financial products such as Fixed Deposits, Mutual Funds, Bonds, IPO ,Unlisted Shares, PMS/AIF etc. 

Acquire corporate clients, institutions, and HNI investors, and managing HNI, corporate, and institutional clients for financial products including Mutual Funds, Equity, PMS, Insurance, Bonds, and Investment Products. 

The role involves expanding the partner network, driving business through empanelled partners, increasing AUM and revenue, and strengthening long-term business relationships. The candidate will be responsible for partner onboarding, activation, engagement, and achieving assigned sales and growth targets through the channel network.

Key Responsibilities

• Drive new channel partner acquisition through Leads, referrals, networking, 

• Achieve monthly/quarterly revenue targets

• Cross-sell Insurance, Bonds, PMS/AIF, and investment products to maximize wallet share

Required Skills

• Strong sales orientation and business development mindset

• In-depth knowledge of Mutual Funds, IFA & MFD broking, and broking sales processes

• Excellent communication, negotiation, and relationship management skills

• Understanding of financial markets and investment products

• Target-driven with proven revenue generation ability

Qualifications

• Graduate (B.Com / BBA / MBA preferred)

• NISM-Series-XIII certification (Derivatives certification will be an added advantage)

Experience

• 1–5 years of experience in Mutual Fund sales, financial product distribution, and business development

• Proven track record in client acquisition and achieving sales targets

Only for the male candidate

Salary: - (Salary is not the constraint for the deserving candidate)

Department:- Investment / Business Development

Employment Type: - Full Time, Permanent

Contact us - 8178997840 / 8178997843