Role Overview: The Relationship Manager – Banking Channel will be responsible for driving mutual fund sales through banking distribution partners by building strong, long-term relationships and increasing wallet share. The role requires strong interpersonal skills, business acumen, and the ability to influence and engage key banking stakeholders.

Key Responsibilities

- Build and nurture strong relationships with banking channel partners (Branch Managers, Relationship Managers, Investment Advisors).
- Act as the primary point of contact for assigned bank branches / clusters, ensuring consistent engagement and support.
- Execute structured engagement plans through regular branch visits, joint client meetings, and periodic business reviews.
- Enable partners through market insights, product positioning, and sales support to improve conversion.
- Share periodic updates on business performance, pipeline, and opportunities.
- Effective presentation and partner training capabilities.
- Ensure best‑in‑class sales support and partner experience.
- Ensure adherence to regulatory requirements, sales processes, and internal controls.




- Maintain highest standards of transparency, integrity, and investor protection.

Experience & Expertise:

- 2-3 years of experience in Mutual Funds / Banking Distribution.
- Demonstrated success in scaling banking partnerships.
- Strong understanding of MF products, banking distribution, and market trends.

Skills &

Competencies

- Strong relationship-building and stakeholder management skills.
- Ability to influence and drive business through B2B sales channels.
- Excellent written and verbal communication skills.
- Solid sales orientation with ability to achieve and exceed targets.
- Good understanding of mutual fund products and capital markets.
- Analytical mindset with ability to identify growth opportunities.

Behavioural Attributes

- High ownership and accountability • Relationship-first mindset • Proactive and result-oriented • Strong collaboration and influencing ability • Customer-centric approach Education &

Certifications

- NISM Certification – Mandatory

📌 Relationship Manager (Salem)
🏢 Kotak Asset Management Company
📍 Salem