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Position: Relationship Manager (B2B2C)
Location: HSR Layout, Bangalore
Exp - 1-3 years
Working days: 5.5 days (Alternate Saturdays are working)
Must Have: Excellent communication in Gujarati + Regional Knowledge
If interested apply here : https://forms.gle/xbicEQbskxcMFqKA7
Role Overview
We are seeking a proactive and relationship-oriented Relationship Manager to join our team at
Volt Money. The primary focus of this role is to manage a set of distributors, drive business growth, and ensure long-term partnerships while providing exceptional support to both distributors and their customers.
Key Responsibilities and Accountabilities (KRAs)
1. Distributor Management
Manage a portfolio of assigned distributors
Push distributors to achieve business targets and grow their loan against mutual funds portfolio
Build and maintain long-term relationships with distributors
Conduct regular meetings and check-ins to understand distributor needs and challenges
2. Business Development
Encourage and motivate distributors to increase their loan against mutual funds business
Identify and capitalize on growth opportunities within the distributor network
Collaborate with distributors to develop strategies for expanding their customer base
3. Problem Solving and Support
Act as the primary point of contact for distributors and their customers
Promptly address and resolve issues faced by distributors and their customers
Escalate complex problems to appropriate internal teams and follow up until resolution
4. Distributor Education and Enablement
Guide distributors on how to enable their customer base to take loans against mutual funds instantly
Provide training and resources to help distributors understand Volt Money's products and processes
Share best practices and success stories to inspire and educate distributors
5. Reporting and Analysis
Maintain accurate records of distributor performance and interactions
Prepare and present regular reports on distributor business growth and relationship status
Analyze trends and provide insights to improve distributor performance and satisfaction
Qualifications and Skills
Bachelor's degree in Business, Finance, or a related field
3+ years of experience in relationship management, preferably in the financial services sector
Strong understanding of mutual funds and loan products, especially loans against mutual funds
Excellent communication and interpersonal skills
Proven track record in managing business relationships and driving growth
Strong problem-solving and analytical skills
Proficiency in MS Excel and CRM software
Personal Attributes
Self-motivated and results-oriented
Excellent relationship-building skills with the ability to work effectively with diverse stakeholders
What We Offer:
Competitive salary and performance-based incentives
Opportunities for professional growth and development
Collaborative and innovative work environment
Free lunch daily for our employees
Join us in our mission to transform financial accessibility and create exceptional experiences for our customers and distributors. Apply now and be a key player in Volt Money's journey to redefine secured lending in India!
Job ID: 145118195
Skills:
Insurance Knowledge, Relationship Management, Problem Solving Analytical Skills, Customer Focus, Compliance Regulatory Knowledge, Investment Wealth Advisory
Skills:
Mutual Funds, PMS, structured products
Skills:
Outlook, Excel, Ms Office, Word
Skills:
Client Relationship Management, Knowledge of banking products and services, Problem-Solving Abilities, Communication, Sales and Negotiation Skills, Financial Acumen
Skills:
risk reviews , Aml, customer service, e-Channels, M-Banking, Banking Products, Online MF, relationship management, Kyc, I-Banking, Debit Card, Savings Book
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