Relationship Manager - B2B2C / B2B

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

1. 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

1. 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

1. 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 company's products and processes Share best practices and success stories to inspire and educate distributors

1. 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 satisfactionQualifications 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