Job Description & Specification

- Position Title: Relationship Manager
- Grade: Assistant Manager / Manager
- Reporting to: Cluster Head
- Location: Bengaluru & Hyderabad

Core Area of Responsibility

Responsibility of achieving sales targets of MF by developing the channel and acquiring investors in the city through Banks or Institutions or Retail channel through direct efforts / distributor-led initiatives.

Key Accountabilities

1. Create the strategy and plan of approach for the channel along with the Cluster Head.
2. Ensure that all sales / revenue targets for the channel are met as defined below:

- Market share
- Assets Under Management (AUM) by asset class or total, gross sales, net sales
- Number of customer accounts and number of transactions
- Number of SIPs, etc.

- Accountability for implementing all sales and distribution initiatives including sales promotion drives and recent product launches in the given distribution channel.
- Identifying and appointing new distributors to enhance market share and reach.
- Reporting to Cluster Head on progress, giving market updates, taking feedback, and implementation.
- Managing a team of sales and distribution staff (permanent as well as outsourced) for the given territory.




- Training internal sales team and distributors on markets and products.
- Working along with Relationship Managers to ensure that they receive adequate support and assistance for the respective channels.

Key Connects

- Internal: Marketing, Customer Service / Operations, Compliance
- External: Distributors (Banks / National Distributors), HNI Customers, Institutions, Bank Channel

Qualifying Criteria & Requirements

Education & Professional Certification:

- Postgraduate / MBA from a business school
- NISM Series V-A Certification (Mandatory)

Experience & Eligibility:

- Minimum Experience: 5 to 7 years
- Target Profile: Candidates currently working in an AMC, National Distributors, Insurance (Life / Bancassurance), Banking, or NBFC sectors.

Professional Skillsets:

- Ability to manage distributor-based relationships
- Good understanding of retail financial services, preferably in mutual funds or distribution business
- Strong business acumen and commercial sense
- Excellent verbal and written communication skills

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📌 Relationship Manager (Telangana)
🏢 Randstad
📍 Telangana