: Senior Relationship Manager – Distribution (Business Development)

Location: Mumbai | Full-time

Purpose To build, deepen and retain relationships with HNI and mass-affluent clients by understanding their investment requirements, presenting suitable investment products and delivering a high-quality client experience, while contributing to the company’s growth through responsible and compliant distribution practices.

Key Responsibilities

- Develop, retain and expand relationships with HNI and mass-affluent clients through proactive relationship management and client servicing.
- Understand clients’ financial objectives, investment preferences, risk profile and product requirements to facilitate appropriate product recommendations within the scope of the firm’s distribution activities.
- Present and explain suitable investment products across relevant categories, including mutual funds, PMS, insurance and fixed income, in accordance with applicable regulations and internal processes.
- Drive client acquisition, business development, AUM growth and revenue through prospecting, networking, referrals and existing-client relationships.
- Conduct regular client reviews and portfolio discussions within the permitted scope of distribution activities, and identify opportunities for additional investments or product requirements.
- Coordinate with the Advisory, Research, Operations and Compliance teams to ensure smooth execution and servicing of client requirements.
- Ensure all client interactions, product presentations, documentation and transactions comply with applicable SEBI, AMFI, IRDAI and other relevant regulatory requirements and internal governance standards.
- Maintain accurate and timely records of client interactions, opportunities, transactions and follow-ups in the firm’s CRM and other systems.
- Represent Blue Ocean Financial Services professionally and build long-term client trust through transparent communication, product knowledge and responsive service.

Critical Skills & Competencies





- Product Knowledge: Strong understanding of mutual funds, PMS, insurance, fixed income and other relevant investment products.
- Relationship Management: Ability to build trust, maintain long-term relationships and proactively address client requirements.
- Business Development: Strong prospecting, networking, client acquisition and referral-generation capabilities.
- Client Understanding: Ability to understand client objectives, preferences and requirements and map them to appropriate products within the permitted distribution framework.
- Sales Acumen: Consultative selling, objection handling, negotiation and ability to convert opportunities into business.
- Compliance Orientation: Strong understanding of applicable SEBI, AMFI, IRDAI and other relevant regulatory requirements and disciplined adherence to internal processes.
- Digital Savvy: Comfortable using CRM systems, client management tools and digital platforms for client engagement and business tracking.
- Professional Presence: Strong communication, presentation and interpersonal skills with the ability to interact confidently with HNI and mass-affluent clients.

Qualifications

- Postgraduate in Finance / Business / Economics / or any other relevant postgraduate qualification.
- Minimum of 3 years of experience in investment product or insurance sales/distribution.
- NISM certification relevant to the products handled is mandatory; relevant additional certifications are preferred.
- Experience in wealth management, financial product distribution, private banking or a similar client-facing financial-services environment will be preferred.





What Makes You Stand Out

- Highly motivated towards sales, client relationships and customer delight.
- Strong understanding of investment products and genuine interest in financial markets.
- Proven sales orientation with a consistent track record of acquiring clients, generating business and converting opportunities into long-term client relationships.
- Strong communication and interpersonal skills with the ability to build trust with clients and promoters alike.
- Proven ability to develop new relationships and generate business through referrals and networking.
- Ability to work independently with accountability and ownership.
- High energy, discipline and commitment to results.
- Flexibility to thrive in a fast-paced, evolving and people-centric setup.

Work Hours and Benefits At Blue Ocean, we don’t call our people employees – we call them team members.

Because here, every individual counts and our success is truly shared.

We value balance, ownership and trust. You’re encouraged to design your workday around what helps you serve clients best – while also nurturing your own life outside work.

Our Promise

- Above-Market Rewards: Your skills and contribution are recognized – we ensure compensation that’s a notch above industry standards for the right talent.
- Freedom with Responsibility: Flexibility to work smart, stay client-focused and own your outcomes.
- Growth Together: Learn, experiment and evolve with a team that’s building something meaningful in wealth management.
- A People-First Culture: Professional excellence with a personal touch – that’s the Blue Ocean way.

Pay: Up to ₹1,400,000.00 per year

Advantages

- Flexible schedule
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund

Application Question(s):
- We need at least 3 years of experience in Client Acquisition, new business development, do you have that?

Work Location: In person

📌 Sr. Relationship Manager (Business Development) (Delhi)
🏢 Blue Ocean Financial Services
📍 Delhi