Relationship Manager - Banking Sales - Mutual Fund

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.