Role Overview The Channel Manager – Business Associate is responsible for driving business through the existing channel and its associated Business Associates/Relationship Managers under the parent brand. The role owns end-to-end channel sales support for the full suite of wealth and insurance products, and ensures associates are onboarded, trained, and equipped to grow existing business relationships effectively.

Key Responsibilities
Manage and strengthen relationships with existing channel Business Associates to drive

consistent business growth.
Provide complete product and sales support across Mutual Funds, Bonds, Loans, Equity, PMS

(Portfolio Management Services), AIF (Alternative Investment Funds), General Insurance, Health Insurance, and Life Insurance.
Act as the primary point of contact for channel partners on product queries, sales strategy, and

business planning.
Support and grow existing business relationships within the assigned channel network.
Coordinate regular training sessions for Business Associates and Relationship Managers on

products, processes, and market updates.
Keep the channel network updated on recent product launches, scheme changes,



and regulatory

updates across all product lines.
Onboard and train newly added Relationship Managers/Associates, including guidance on

brochures, sales collateral, and pitch material.
Work closely with the Head – Wealth Management to align channel strategy with overall business

objectives.
Track channel performance and provide regular reporting and feedback to management.

Product Areas Supported

Mutual Funds Bonds Loans

Equity PMS AIF

General Insurance Health Insurance Life Insurance

Key Skills & Requirements
Prior experience in channel sales / business associate management within wealth management,

banking, or financial services.
Solid product knowledge across investment and insurance categories.
Excellent relationship management and communication skills.
Ability to train and mentor Business Associates and Relationship Managers.
Self-driven with robust ownership of business targets.

Pay: ₹250,000.00 - ₹400,000.00 per year

Benefits
Cell phone reimbursement

Work Location: In person

📌 Channel Manager Business Associates Kozhikode (India)
🏢 Doctor wealth Financial Services
📍 India