Relationship Manager - Financial Services

Job Title: Relationship Manager Retail Sales

Position Purpose:

- Work with distributors across assigned channels to ensure continuous subscription to the organization's funds and achieve sales targets.

- Maintain a balanced mix across all products to optimize sales performance.

Principal Accountabilities:

Generating Business:

- Contribute to sustained sales growth through initiatives focused on long-term development of distributor relationships and market penetration.

- Establish and execute sales plans to meet annual, quarterly, monthly, or weekly targets.

- Maintain call reports and implement the organization's sales process effectively.

- Drive profitability and market share from the sourced Assets Under Management (AUM).

Building Positive Relationships:

- Strengthen relationships with current channel partners and distributors to enhance brand presence and increase sales.

- Regularly communicate with channel partners to maintain and improve relationships.

- Ensure distributors have comprehensive knowledge of the organization's funds and products.

- Provide support on marketing materials, product information, and investment strategies.

Sales Support & Market Intelligence:

- Collaborate with product and research teams to support channel partners effectively.

- Assist in responding to complex customer inquiries and provide sales support to both existing and new relationships.

- Gather market and competitor intelligence on investment strategies and share insights within the organization.

Knowledge, Skills, Competencies:

- Interpersonal Skills: Excellent communication and presentation skills.

- Industry Knowledge: Deep understanding of investment concepts and products in asset management, particularly in equity and fixed income markets.

- Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.

- Analytical Skills: Strong ability to analyze data and solve problems.

- Relationship Management: Aptitude for fostering positive relationships with channel partners.

- Certifications: NISM Series V - Mutual Funds Distributor Module certified.

Competencies:

- Communication: Excellent verbal and written communication skills.

- Collaboration: Ability to work effectively with internal teams and external partners.

- Innovation & Continuous Improvement: Proactive approach to improving processes and achieving goals