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10/01 Astha
HR at People Labs Pvt Ltd

Views:6 Applications:6 Rec. Actions:Recruiter Actions:3

Relationship Manager - Sales - Banking (2-4 yrs)

Mumbai/Vadodara/Baroda/Rajkot/Gujarat Job Code: 359418

We are hiring for, a renowned and leading Asset Management Company. Would you like to be a part of an organization known for its, customer-centric approach, and dynamic work culture?

- It is a recognized investment management organisation with a legacy of excellence in offering clients comprehensive financial solutions.

- It provides a broad range of investment products and services, including equity, debt, and other asset management, operating on the principles of Long-term wealth creation, outside-in (Customer) view, and long-term relationships.

Job Title - Relationship Manager - Channel Sales

Reports to Channel Head/Branch Manager

No of Direct reportees -Nil

Department Sales - Retail Sales

Position Grade Range Assistant Manager/Deputy Manager (May vary based on experience)

Job Purpose: The incumbent will mobilise the funds through All Channels.

Job Role :

- As a Relationship Manager, the incumbent will be responsible for driving the initiatives and generating revenue for the channel assigned by ensuring maximum market share for our Mutual Fund schemes.

- Timely communication and updates to the channel partner to maximize the revenue.

- Ensure timely coverage for all existing relationships assigned which should result in effective communication about our Mutual Fund, its schemes, and all other aspects.

- Training channel partners on different MF products.

Qualification & Experience :

- Postgraduate/Graduate with 2 to 4 years of experience

- NISM certification is mandatory.

- Personal Attributes

- Understanding of debt/equity and mutual funds

- Good Knowledge of the mutual fund regulatory environment

- Good communication and presentation skills

- Good business acumen and should be focused on achieving results and the targets assigned.

- The candidate should be diligent and open to extensive local commute & outstation travel if required.

- Should have a good understanding of the products and key business parameters.

Behavioural Competencies :

- Managing Vision & Strategy: Accomplish team goals, and department goals while keeping in line with the organization's vision, philosophy, and strategic goals.


- Motivate team members to achieve individual and team goals in connection with the organization's strategic goals by creating and implementing short-term or long-term plans.


- Closely monitor the work of team members to ensure its aligned with vision & strategic goals.

- Business Acumen: Agile on development of own and other departments. Gain Thorough knowledge and understanding of his or her work and about competition.


- Effectively using the available resources keeping in mind of cost and efficiency to meet goals.


- Drive for Results: Ensure team members are clear with expectations, targets /goals. Look for improvement in self & team performance by upgrading and upskilling about systems, processes & technology.


- Problem Solving & Decision Making: Effectively using the available information. Evaluate best alternative ideas and solutions and advise team members to generate innovative ideas/solutions.


- Supports team members in making quick decisions and evaluating the potential consequences of each alternative.

- Customer & Stakeholder Management: Demonstrates expertise & credibility while interacting with customers. Suggest improvements in the system, processes, and services. Monitors and evaluates qualitative or quantitative metrics on customer feedback.

- Teamwork & Collaboration: Recognize & appreciate team efforts, to interact and build effective networks with peers and senior leaders within the organization. Identify opportunities and exchange knowledge, expertise, and best practices across teams.

- Developing Talent: Act as a coach & guide to develop their knowledge or skills which in turn will help team members to take on extended responsibilities or future roles. Share honest & actionable feedback

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