Relationship Manager

Key Responsibilities:
1. Business Development & Sales:Identify, onboard, and activate new B2B partners for mutual fund and insurance product distribution.Achieve sales targets for mutual funds and insurance across life, general, and health categories.Promote cross-selling of financial products through partner networks.Continuously upskill yourself and actively share knowledge with others in the team or network.2. Relationship Management:Maintain strong and long-term relationships with sub-brokers, mutual fund distributors (MFDs), and insurance advisors.Provide regular product updates, training, and support to partners to increase business volumes.Conduct partner engagement initiatives (e.g., seminars, webinars, product launches).3. Product & Market Knowledge:Stay updated on industry trends, new products, regulatory changes, and competitor strategies.Provide insights and feedback from the field to the product and marketing teams.Engage with channel partners to promote mutual fund and insurance products — not end clients.Guide partners on the right products to offer and effective sales techniques.Regularly share the latest investment schemes, product updates, and actionable ideas.4. Compliance & Documentation:Ensure partners comply with SEBI/IRDAI regulations and internal compliance standards.Maintain accurate records of sales, partner interactions, and deal closures.Serve as the primary support contact for all mutual fund and insurance-related queries.Qualifications:Graduate/Post-Graduate in Finance, Commerce, or related field.AMFI & IRDAI certifications preferred (or willingness to obtain within 3 months of joining).Basic knowledge of Mutual Funds/Insurance is nice (but not a must)Skills & Competencies:Strong knowledge of mutual fund and insurance products.Excellent B2B sales and negotiation skills.Effective communication and presentation abilities.Self-driven, target-oriented with a customer-first mindset.Proficiency in MS Office, CRM tools, and digital platforms.Comfortable talking to partners and small businesses.Good with people – this is a relationship-building role