Relationship Manager

Role Overview:

The Relationship Manager – Banking Channel will be responsible for driving mutual fund sales through banking distribution partners by building strong, long-term relationships and increasing wallet share. The role requires strong interpersonal skills, business acumen, and the ability to influence and engage key banking stakeholders.

Key Responsibilities: • Build and nurture strong relationships with banking channel partners (Branch Managers, Relationship Managers, Investment Advisors). • Act as the primary point of contact for assigned bank branches / clusters, ensuring consistent engagement and support. • Execute structured engagement plans through regular branch visits, joint client meetings, and periodic business reviews. • Enable partners through market insights, product positioning, and sales support to improve conversion. • Share periodic updates on business performance, pipeline, and opportunities. • Effective presentation and partner training capabilities. • Ensure best‑in‑class sales support and partner experience. • Ensure adherence to regulatory requirements, sales processes, and internal controls. • Maintain highest standards of transparency, integrity, and investor protection.

Experience & Expertise: • 2-3 years of experience in Mutual Funds / Banking Distribution. • Demonstrated success in scaling banking partnerships. • Strong understanding of MF products, banking distribution, and market trends.

Skills & Competencies: • Strong relationship-building and stakeholder management skills. • Ability to influence and drive business through B2B sales channels. • Excellent written and verbal communication skills. • Strong sales orientation with ability to achieve and exceed targets. • Good understanding of mutual fund products and capital markets. • Analytical mindset with ability to identify growth opportunities.

Behavioural Attributes: • High ownership and accountability • Relationship-first mindset • Proactive and result-oriented • Strong collaboration and influencing ability • Customer-centric approach

Education & Certifications: • NISM Certification – Mandatory