Assistant Manager

Relationship Manager ND Wealth Channel (Cochin)

Role Overview

The Relationship Manager – ND Wealth Channel will be responsible for driving mutual fund sales through National Distributor (ND) partners by strengthening relationships, increasing distributor engagement, and maximizing market share. The role requires strong relationship management skills, channel understanding, and the ability to drive sales through distributor networks.

Key Responsibilities

• Build and manage relationships with National Distributors to drive sustainable business growth.
• Increase wallet share by deepening engagement with existing distributors and activating non-active distributors.
• Drive maximum market share across allocated distributor accounts through focused sales efforts.
• Plan and execute business development activities, tie-ups, and initiatives to grow channel sales.
• Conduct regular engagement with partners through meetings, business updates, and reviews.
• Provide market updates, product knowledge, and investment insights to distributors to enhance sales conversion.
• Ensure superior sales support and service delivery to maintain strong partner experience.
• Undertake relationship-building and brand visibility initiatives to strengthen goodwill in the channel.
• Understand distributor business models and align strategies to drive sales accordingly.

Experience & Expertise

• 2-3 years of relevant experience in Mutual Funds / AMC Sales.
• Proven track record of driving sales and creating client value.
• Strong understanding of distribution channels, mutual fund products, and capital markets.

Skills & Competencies

• Strong relationship management and partner engagement skills.
• Excellent communication and interpersonal abilities.
• Strong sales orientation with ability to achieve and exceed targets.
• Ability to identify growth opportunities within distributor networks.
• Good understanding of financial markets and investment products.
• Capability to influence and drive business through B2B channels.

Behavioural Attributes

• High ownership and accountability
• Result-oriented and proactive approach
• Strong customer and partner-centric mindset
• Ability to collaborate and build long-term relationships
• Strong execution focus

Education & Certifications

• NISM Certification (V-A) – Mandatory