Relationship Manager - Banks and NDs

Job Purpose:

To execute marketing and business development strategies within the assigned region, with a strong focus on increasing Assets Under Management (AUM), driving investor engagement, and managing distribution through banks and national distributors.

Key Responsibility Areas:

• Business Development:

• Drive AUM growth by achieving and exceeding sales targets for mutual fund investments.

• Identify new market opportunities and expand investor outreach in untapped regions.

• Distribution Management:

• Manage and support business through banks and national distributors

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• Provide strategic and operational support to distribution partners and investors.

• Marketing & Promotion:

• Promote UTI Mutual Fund schemes and ensure distributor/investor awareness of product offerings.

• Educate stakeholders on mutual fund industry trends and scheme performance.

• Sales Force Management:

• Motivate and guide the sales team toward performance targets.

• Provide continuous support, training, and knowledge-sharing initiatives to enhance productivity.

• Stakeholder Engagement:

• Collect feedback from distribution partners and investors to enhance product and service offerings.

• Organize investor and agent meets, participate in financial fairs, and conduct training sessions.

• Strategic Planning:

• Develop future business strategies based on regional market dynamics and investor profiles.

• Stay vigilant of market trends and regulatory changes to proactively address business needs.

• Operational Oversight:

• Ensure timely fund collections and oversee the smooth administration of branch operations.

• Contribute to process improvements and support management information systems (MIS) generation.

Candidate Profile:

• Education:

• UG:

  Any Graduate

• PG:

  Any Postgraduate

• Key Skills & Attributes:

• Sound knowledge of mutual funds and investment products

• Strong relationship management and communication skills
• Experience managing distributors, banks, or third-party channels
• Ability to analyze regional markets and develop tailored growth strategies
• Proactive and performance-driven mindset