Relationship Manager

Avani Consulting; Jodhpur; On-site; INR 600,000 - 900,000; Full time

Job summary

Avani Consulting invites applications for a Relationship Manager in the Retail Sales and Distribution domain in India. The role focuses on maximizing sales through distributors, aligning product offerings with client needs, and building long-term partnerships.

The candidate should have an MBA in Finance or Marketing with 3–5 years’ experience in financial services, preferably mutual funds, and possess strong interpersonal and market analysis skills to drive revenue and compliance.

Qualifications

• MBA Finance/Marketing with 3–5 years of experience in the financial industry (preferably MF).
• Experience handling distributors and achieving sales targets.
• Strong communication and relationship-building with clients and distributors.

Responsibilities

• Manage sales and distribution for the assigned set of distributors.
• Advise distributors on suitable products based on customer/investor needs.
• Generate revenue from the assigned distributors.
• Maintain up-to-date knowledge of products and market trends.
• Develop long-term relationships with key distributors to drive repeat business.
• Maintain distributor data records.

Skills

Distributor management

Client handling

Capital markets knowledge

Research oriented

Interpersonal skills

Target oriented

Sales skills

Education

MBA Finance/Marketing

Job description

Role Relationship Manager

Department: Retail Sales and Distribution

Reports To: Channel Head/Branch Manager

Job Summary

The role is primarily responsible for maximizing sales for the master brand, Company, by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned distributors.

Role/Responsibility

• Responsible for all Sales & distribution for the assigned set of distributors.
• Responsible for advising the distributors the suitable product as per the requirement of their customer/Investor.
• Responsible for revenue generation from the assigned distributors.
• Should be completely updated on the various products and markets situation and scenario.
• Responsible for Distributor Servicing for the assigned distributors.
• Should be sensitive to their needs in terms of Stationery, Product Updates, Query resolution and ensure proper follow up etc.
• Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business.
• Should be able to close the sales call by working closely with more experienced sales representative in case of need required.
• Responsible for maintaining the data of all the distributors assigned.

Desired Skills

• Ability to handle client and distributors.
• Good understanding of capital markets.
• Research Oriented.
• Result oriented and entrepreneurial skills Target oriented with proper adherence to compliance.
• Good Interpersonal Skills.

Qualification

• MBA Finance/ Marketing Experience Minimum 3 yrs to 5 yrs.
• in financial industry preferably MF.

Key Role Interactions Retail Sales Operations Finance

Mob: [phone]

Email:[e-mail]