Job Summary
We are seeking a target-driven Relationship Manager for a B2B role focused on acquiring and managing Channel Partners (IFA/MFDs, Sub-brokers, and Corporate Associates) for distribution of wide range of financial products such as Fixed Deposits, Mutual Funds, Bonds, IPO ,Unlisted Shares, PMS/AIF etc.
The role involves expanding the partner network, driving business through empanelled partners, increasing AUM and revenue, and strengthening long-term business relationships. The candidate will be responsible for partner onboarding, activation, engagement, and achieving assigned sales and growth targets through the channel network.
Location:- Borivali Munbai / Fort mumbai samachar marg .
Key Responsibilities
• Drive new channel partner acquisition through Leads, referrals, networking,
• Achieve monthly/quarterly revenue targets
• Cross-sell Insurance, Bonds, PMS/AIF, and investment products to maximize wallet share
Required Skills
• Strong sales orientation and business development mindset
• In-depth knowledge of Mutual Funds, IFA & MFD broking, and broking sales processes
• Excellent communication, negotiation, and relationship management skills
• Understanding of financial markets and investment products
• Target-driven with proven revenue generation ability
Qualifications
• Graduate (B.Com / BBA / MBA preferred)
• NISM-Series-XIII certification (Derivatives certification will be an added advantage)
Experience
• 3–5 years of experience in Mutual Fund sales, financial product distribution, and business development
• Proven track record in client acquisition and achieving sales targets
Salary: – (Salary is not the constraint for the deserving candidate)
Department:- Investment / Business Development
Employment Type: – Full Time, Permanent
Contact us – 8178997840
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