Relationship Manager

Key Responsibilities

• Drive acquisition of channel partners including IFAs, MFDs and corporate partners
• Build and manage a strong network of distributors to increase product penetration and AUM growth
• Enable partners to effectively distribute financial products by providing training, product knowledge, and sales support
• Develop and execute strategies to activate inactive distributors and improve productivity of existing partners
• Promote a wide range of investment products, including:
• Mutual Funds
• Fixed Deposits
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
• Bonds and Structured Products
• Work closely with partners to identify client opportunities and support them in closing business
• Conduct regular partner meetings, training sessions, and joint client calls
• Monitor partner performance, track business metrics, and drive revenue through channel productivity
• Ensure compliance with regulatory requirements and maintain strong governance across partner activities
• Stay updated on market trends, competitor offerings, and distributor ecosystem developments

Ideal Candidate Profile

• Graduate / Postgraduate (preferably in Finance, Business, or related field)
• Minimum 3+ years of experience in channel sales / distributor management in financial services
• Strong network or experience working with IFAs, MFDs, or wealth distributors
• Good understanding of financial products: Mutual Funds, PMS, AIFs, FDs, Bonds, etc.
• Proven ability to drive partner acquisition and engagement
• Strong interpersonal and relationship-building skills
• Excellent communication and presentation abilities
• Self-driven with a strong focus on targets and revenue generation