Relationship Manager
- Posted 15 days ago
- Be among the first 10 applicants
Job Description
About the Role:
We are seeking an experienced Relationship Manager to drive distribution and sales of AIF, PMS, and SIF products through retail, banking and wealth channels. The role focuses on managing strategic partnerships, driving AUM growth within HNI/UHNI segments, and executing targeted sales strategies across Wealth/PCG platforms.
Key Responsibilities
- Build, manage, and deepen relationships with IFA, MFDs, NDs, Banks and Wealth Counters.
- Drive AUM growth, net sales, and revenue targets for AIF, PMS, and SIF offerings
- Ensure strong coverage across mapped branches and Wealth/PCG locations
- Conduct joint sales calls with bank RMs, IFA, ND and wealth teams to drive closures
- Manage sales pipeline, forecasting, and conversion tracking for alternative products
Key Skills
- Strong understanding of AIF structures, PMS strategies, and SIF products
- Proven track record in HNI/UHNI client acquisition and AUM growth
- Excellent relationship management and stakeholder handling skills
More Info
Key Skills
PMS strategies
UHNI client acquisition
SIF products
AIF structures
stakeholder handling
HNI client acquisition
About Company
Relationship Manager-COMM BANKG-DEALER BUSINESS GROUP-Business DevelopmentKotak Mahindra Bank Limited
K
Skills:
Cms, WCDL, Cc, Insurance, KGI, KLI, BG, Mortgage, CLOS, Casa, Working Capital Products, Od, Lc, LCBD, SIF, Property Valuation
Skills:
customer service, Banking Sales, relationship management, Telesales, Banking Products
Skills:
sales acumen , Group Sales, Relationship Management, Lead Generation, Target Achievement, relationship-building skills
Skills:
Relationship Management, Sales, Wholesale Banking
Skills:
credit processes, Corporate Banking Products, Credit Analysis, relationship management