Senior Relationship Manager

Job Summary

The Senior Manager – Sales is responsible for driving business growth, expanding the customer base, managing key relationships, and achieving sales targets across mutual fund and banking products. The role involves leading sales teams, developing business strategies, building strong relationships with clients and distribution partners, and ensuring compliance with regulatory guidelines.

Key Responsibilities

• **Sales \& Business Development:** Drive sales of mutual fund schemes, investment products, banking services, and other financial products to achieve business and revenue targets.
• **Team Leadership:** Lead, motivate, and manage sales teams to ensure productivity, target achievement, and professional development.
• **Business Expansion:** Identify new business opportunities, develop new markets, and strengthen the existing customer base.
• **Relationship Management:** Build and maintain strong relationships with HNI clients, retail customers, corporate clients, financial advisors, distributors, and banking partners.
• **Channel Management:** Develop and manage distribution channels, including banks, mutual fund distributors, financial advisors, and other business associates.
• **Sales Planning:** Prepare sales forecasts, business plans, and market strategies to achieve monthly, quarterly, and annual targets.
• **Customer Acquisition \& Retention:** Drive customer acquisition, cross\-selling, upselling, and retention through effective relationship management.
• **Market Analysis:** Monitor market trends, competitor activities, customer preferences, and investment opportunities to improve sales performance.
• **Performance Monitoring:** Track team performance, review sales reports, analyze business metrics, and implement corrective actions to meet targets.
• **Compliance \& Risk Management:** Ensure adherence to applicable RBI, SEBI, AMFI, KYC, AML, and internal company policies, as relevant to the products and role.
• **Training \& Development:** Provide product knowledge, sales training, and coaching to improve team effectiveness and customer service.
• **Customer Service:** Resolve escalated customer issues and ensure high levels of customer satisfaction and long\-term relationship value.

Key Skills \& Competencies

• Sales leadership and business development
• Mutual fund and banking product knowledge
• Relationship and channel management
• Team handling and target achievement
• Investment product sales and cross\-selling
• Strategic planning and market development
• Client acquisition and portfolio growth
• Negotiation and communication skills
• Regulatory compliance and risk awareness
• MIS reporting and sales performance analysis

Qualifications \& Experience

• Graduate in Business Administration, Finance, Commerce, or a related discipline; an MBA in Finance or Marketing is preferred.
• Relevant experience in sales and business development within the mutual fund, banking, or financial services sector.
• Demonstrated ability to achieve sales targets, manage teams, and develop client and distribution relationships.
• Knowledge of mutual fund products, banking services, investment solutions, and applicable regulatory requirements.
• Relevant NISM certification may be required for specific mutual fund distribution or advisory responsibilities.

Pay: ₹20,000\.00 \- ₹25,000\.00 per month

Benefits

• Cell phone reimbursement

Work Location: In person