Key responsibilities : -

- Manage and deepen relationships with existing sub-brokers, authorised persons, channel partners, and intermediaries.

- Analyse the existing business of each sub-broker and identify opportunities for cross-selling and upselling.

- Promote relevant products such as mutual funds, equity broking, insurance, bonds, fixed-income products, PMS, AIF, NPS, loans, ETFs, structured products, or other products offered by the organisation.

- Understand the sub-brokers client base, product mix, revenue profile, and business gaps.

- Develop account-wise business plans to increase product penetration and wallet share.

- Conduct regular meetings, product presentations, training sessions, and business reviews with sub-brokers.

- Explain product features, suitability, processes, commercial perks, documentation, and compliance requirements.

- Motivate sub-brokers to actively distribute new products to their clients.

- Coordinate with product, operations, onboarding, technology, compliance, and customer-service teams to ensure smooth execution.

- Support sub-brokers with sales pitches, product material, campaigns, lead-generation initiatives, and client communication.

- Track leads, conversions, assets, revenue, activation, and product-wise performance.

- Follow up on dormant or underperforming sub-brokers and create revival plans.

- Resolve partner issues and ensure timely closure of service requests.

- Maintain accurate records and update all activities in the CRM.

- Prepare daily, weekly, and monthly sales reports and business forecasts.

- Ensure that all sales activities follow applicable regulatory, compliance, and internal policy requirements.

- Provide feedback to management regarding market trends, competitor offerings, pricing, partner requirements, and product demand.





Key performance indicators : -

- New business generated through existing sub-brokers.

- Revenue and brokerage generated through cross-sold products.

- Number of sub-brokers activated for additional products.

- Product penetration and average products per sub-broker.

- Growth in assets under management, premium, accounts, or transactions, as applicable.

- Conversion ratio of identified opportunities.

- Reactivation of dormant sub-brokers.

- Monthly achievement against assigned targets.

- Sub-broker retention and satisfaction.

- Timely and accurate CRM and sales reporting.

Candidate profile : -

- Graduate in any discipline; postgraduate qualification in business, finance, or marketing will be an advantage.

- Two to five years of experience in sales, business development, channel sales, relationship management, or partner management.

- Experience in mutual funds, stock broking, wealth management, insurance, fintech, banking, or other financial products is preferred.

- Prior experience handling sub-brokers, authorised persons, IFAs, distributors, franchisees, or other financial intermediaries will be an advantage.

- Proven ability to generate business through existing relationships and cross-selling.

- Good understanding of financial markets and investment products.

- Strong relationship-building, communication, negotiation, and presentation skills.

- Ability to identify business opportunities and convert them into measurable revenue.

- Comfortable with field visits, outbound calling, online meetings, and partner training.

- Working knowledge of MS Excel, PowerPoint, Google Workspace, and CRM systems.

- Strong follow-up discipline and ability to work independently.

- Target-oriented, commercially aware, and self-motivated.

Work Experience Required 1 Year

Qualification Graduate

📌 Partner Relationship Manager - Financial Products (Mumbai)
🏢 SYKES u0026 RAY EQUITIES (I
📍 Mumbai