Senior Relationship Manager

Urgent hiring | Sr. Relationship Manager | Leading financial services Industry | Kolkata

Job Title: Senior Relationship Manager Sales

Location: Kolkata

Role Summary

The Senior Relationship Manager Sales will be responsible for driving business development and expanding the distribution footprint in the Kolkata market, with a strong emphasis on Alternate Investment Funds (AIFs) and Portfolio Management Services (PMS). The role focuses on building long-term partnerships with distributors, IFAs, wealth managers, and high-value clients, while contributing to sustained AUM growth through strategic sales execution.

Key Responsibilities

• Lead and manage distribution-led sales for PMS and AIF offerings within the assigned geography.
• Develop and maintain strong relationships with channel partners, IFAs, wealth management firms, UHNIs, family offices, and direct clients.
• Engage clients through in-person meetings, virtual interactions, and telephonic discussions for onboarding, portfolio reviews, and product presentations.
• Identify, onboard, and nurture channel partners to expand market reach and optimize revenue generation.
• Plan and execute sales initiatives using data-driven insights to enhance performance and accelerate AUM growth.
• Maintain regular engagement and follow-ups with key stakeholders to ensure high levels of client retention and satisfaction.
• Collaborate with internal product, operations, and compliance teams to ensure seamless onboarding and effective post-sales service.
• Track industry trends, competitor strategies, and regulatory changes to support informed sales planning and market positioning.
  

Candidate Requirements

• Experience:

  3+ years of experience in financial services sales and distribution.
• Strong existing relationships with IFAs, distributors, and wealth management firms in the Eastern region.
• Demonstrated ability to drive business growth and manage performance independently or through teams.
• Prior exposure to Alternate Investments (PMS/AIF) is preferred; senior professionals from AMCs with relevant experience will also be considered.
• Excellent interpersonal, communication, and presentation skills.
• Analytical and strategic thinking capability with a clear focus on identifying and capitalizing on growth opportunities.
  

mansi@thepremierconsultants.com

#Hiring #SeniorRelationshipManager #SalesLeadership #WealthManagementJobs #AlternateInvestments #AIF #PMS #PortfolioManagement #PrivateCredit #InvestmentManagement #FinancialServicesJobs #DistributionSales #ChannelManagement #RelationshipManagement #HNIs #UHNIs #FamilyOffice #IFAs #WealthFirms #AUMGrowth #KolkataJobs #EastIndiaJobs #BFSI #CapitalMarkets #SundaramAlternateAssets