Relationship Manager - Banking Sales | Mutual Fund Industry

We are looking for experienced professionals with strong exposure to Mutual Funds, Wealth Management or Banking Distribution for the role of Relationship Manager - Banking Sales.

Location: Multiple Locations / Pan India

Experience: 3 - 7 Years

Industry: Mutual Funds / Asset Management / Wealth Management / Banking

Role Overview:

The Relationship Manager - Banking Channel will be responsible for driving Mutual Fund sales through banking distribution partners by building strong, long-term relationships, increasing wallet share and identifying new business opportunities. The role requires strong interpersonal skills, business acumen and the ability to influence and engage key banking stakeholders.

Key Responsibilities:

- Build and nurture strong relationships with Branch Managers, Relationship Managers and Investment Advisors.

- Act as the primary point of contact for assigned bank branches / clusters.

- Drive business through regular branch visits, joint client meetings and business reviews.

- Enable banking partners through market insights, product positioning and sales support.

- Identify opportunities to increase business volumes and wallet share.

- Monitor and share regular updates on business performance, pipeline and growth opportunities.

- Conduct effective partner presentations and training sessions.

- Ensure excellent sales support and a strong partner experience.

- Ensure adherence to regulatory requirements, sales processes and internal controls.

- Maintain the highest standards of transparency, integrity and investor protection.

Experience & Expertise:

- 3 - 7 years of experience in Mutual Funds / Wealth Management / Banking Distribution.

- Proven experience in driving business through banking partnerships.

- Strong understanding of Mutual Fund products, banking distribution and market trends.

- Demonstrated ability to develop and manage key stakeholder relationships.

Skills & Competencies:

- Strong relationship-building and stakeholder management skills.

- Ability to influence and drive business through B2B / Banking channels.

- Excellent verbal and written communication skills.

- Strong sales orientation with a track record of achieving targets.

- Good understanding of Mutual Funds and Capital Markets.

- Analytical mindset with the ability to identify and convert growth opportunities.

Behavioural Attributes:

- High ownership and accountability.

- Relationship-first mindset.

- Proactive and result-oriented approach.

- Strong collaboration and influencing skills.

- Customer-centric approach.

- Integrity and professional conduct.

Education & Certification:

- Graduate / MBA preferred.

- NISM Certification - Mandatory.