Partner Relationship Manager - Financial Products

SYKES & RAY EQUITIES (I) LTD; Mumbai City; On-site; INR 600,000 - 900,000; Full time

Job summary

SYKES & RAY EQUITIES (I) LTD is seeking a results-driven Sales/Business Development professional in Mumbai to strengthen and expand relationships with sub-brokers and channel partners. The role focuses on cross-selling mutual funds, stockbroking, insurance, and other financial products while building account plans and driving revenue.

You will conduct training, product presentations, and regular reviews, ensuring accurate CRM data and timely reporting. Travel for field activities may be required.

Qualifications

• Graduate degree in any discipline.
• 2–5 years of experience in sales, business development, channel sales, relationship management, or partner management.
• Experience in mutual funds, stock broking, wealth management, insurance, fintech, banking, or other financial products is preferred.
• Prior experience handling sub-brokers, authorised persons, IFAs, distributors, franchisees, or other financial intermediaries is an advantage.
• Proven ability to generate business through existing relationships and cross-selling.
• Strong communication, negotiation, and presentation skills.

Responsibilities

• Manage and deepen relationships with existing sub-brokers, authorised persons, channel partners, and intermediaries.
• Analyse the existing business of each sub-broker and identify cross-selling and upselling opportunities.
• Promote relevant products such as mutual funds, equity broking, insurance, bonds, fixed-income products, PMS, AIF, NPS, loans, ETFs, structured products, or other products offered by the organisation.
• Develop account-wise business plans to increase product penetration and wallet share.
• Conduct regular meetings, product presentations, training sessions, and business reviews with sub-brokers.

Skills

Relationship management

Communication

Negotiation

Presentation skills

CRM

Field visits

MS Excel

Education

Graduate

Postgraduate advantage

Tools

MS Excel

PowerPoint

Google Workspace

CRM systems

Job description

Key responsibilities : -

• Manage and deepen relationships with existing sub-brokers, authorised persons, channel partners, and intermediaries.
• Analyse the existing business of each sub-broker and identify opportunities for cross-selling and upselling.
• Promote relevant products such as mutual funds, equity broking, insurance, bonds, fixed-income products, PMS, AIF, NPS, loans, ETFs, structured products, or other products offered by the organisation.
• Understand the sub-brokers client base, product mix, revenue profile, and business gaps.
• Develop account-wise business plans to increase product penetration and wallet share.
• Conduct regular meetings, product presentations, training sessions, and business reviews with sub-brokers.
• Explain product features, suitability, processes, commercial benefits, documentation, and compliance requirements.
• Motivate sub-brokers to actively distribute new products to their clients.
• Coordinate with product, operations, onboarding, technology, compliance, and customer-service teams to ensure smooth execution.
• Support sub-brokers with sales pitches, product material, campaigns, lead-generation initiatives, and client communication.
• Track leads, conversions, assets, revenue, activation, and product-wise performance.
• Follow up on dormant or underperforming sub-brokers and create revival plans.
• Resolve partner issues and ensure timely closure of service requests.
• Maintain accurate records and update all activities in the CRM.
• Prepare daily, weekly, and monthly sales reports and business forecasts.
• Ensure that all sales activities follow applicable regulatory, compliance, and internal policy requirements.
• Provide feedback to management regarding market trends, competitor offerings, pricing, partner requirements, and product demand.

Key performance indicators : -

• New business generated through existing sub-brokers.
• Revenue and brokerage generated through cross-sold products.
• Number of sub-brokers activated for additional products.
• Product penetration and average products per sub-broker.
• Growth in assets under management, premium, accounts, or transactions, as applicable.
• Conversion ratio of identified opportunities.
• Reactivation of dormant sub-brokers.
• Monthly achievement against assigned targets.
• Sub-broker retention and satisfaction.
• Timely and accurate CRM and sales reporting.

Candidate profile : -

• Graduate in any discipline; postgraduate qualification in business, finance, or marketing will be an advantage.
• Two to five years of experience in sales, business development, channel sales, relationship management, or partner management.
• Experience in mutual funds, stock broking, wealth management, insurance, fintech, banking, or other financial products is preferred.
• Prior experience handling sub-brokers, authorised persons, IFAs, distributors, franchisees, or other financial intermediaries will be an advantage.
• Proven ability to generate business through existing relationships and cross-selling.
• Good understanding of financial markets and investment products.
• Strong relationship-building, communication, negotiation, and presentation skills.
• Ability to identify business opportunities and convert them into measurable revenue.
• Comfortable with field visits, outbound calling, online meetings, and partner training.
• Working knowledge of MS Excel, PowerPoint, Google Workspace, and CRM systems.
• Strong follow-up discipline and ability to work independently.
• Target-oriented, commercially aware, and self-motivated.

Work Experience Required 1 Year

Qualification Graduate