Relationship Manager - Bank & Wealth Channel - Asset Management Firm

- Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds

- Actively share product, market related information with assigned relationships.

- Carry out huddles, group meetings, one on one meetings with assigned relationships in order to improve market share.

- Achieve Assigned Sales Targets.

- Ensure periodic coverage for all assigned relationships & ensure timely service

- Carry out joint meeting with distribution partner clients.

- Respond to escalated issues/ complaints related to Banking operations

- Stay updated on market trends, competitor strategies, and regulatory guidelines.

- Conduct product presentations, training sessions, and investment discussions to enhance channel engagement.