Relationship Manager (Inside Sales)

Key Responsibilities and Accountabilities (KRAs)

. 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

Business Development

Encourage and motivate distributors to increase their loan against mutual funds business

Identify and capitalize on growth opportunities within the distributor network

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

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

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 satisfaction

Qualifications 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

• Self-motivated and results-oriented
• Excellent relationship-building skills with the ability to work effectively with diverse stakeholders
• Adaptable and able to work in a fast-paced environment
• High level of integrity and professionalism
• Enthusiasm for financial technology and innovation
• Customer-centric approach with a passion for solving problems