Relationship Manager

Job Role

• Engaging with distributors (IFA / Banks / NDs) to garner sales.
• Manage direct selling to cater to the HNI customers in the area.
• Leverage on market opportunities and develop new client relationships and accounts
• Identify & empanel new IFA in the area.

1. Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RMs in that area, with the objective of improving sales and enabling business expansion

• Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors
• Handle branch IR & DS activities with the help of office staff / trainee
• Relationship management and brand building exercises that enhance visibility and goodwill

Job Requirements

• 3 years of relevant selling experience.
• Proven track record of client value creation
• Exemplary communication and client engagement skills
• Domain knowledge of investments / mutual funds necessary.