Relationship Manager

Reliance Capital; Kolkata District; On-site; INR 600,000 - 900,000; Full time

Job summary

Reliance Capital is seeking a Relationship Manager to drive sales across mapped branches and ISL branches within the broking business. The role focuses on client acquisition, cross-selling investment products, and strengthening channel partnerships.

The incumbent will coach bank branch teams to enhance product knowledge, customer engagement, and overall business performance. A bachelor's degree is required with MBA preferred and NISM certifications.

Qualifications

• 2-5 years of experience in Financial Services, Stock Broking, Wealth Management, or Capital Markets.
• Proven track record of achieving sales and revenue targets.
• Experience in managing bank channel partnerships is preferred.

Responsibilities

• Business Development & Sales
• Cross Sales
• Relationship Management
• Compliance & Governance
• Market Intelligence

Skills

Sales

Client acquisition

Cross selling

Relationship management

Bank channel partnerships

Regulatory compliance

Education

Bachelor's degree in business/finance/commerce

MBA (Marketing/Finance) preferred

NISM certifications

Job description

Position title: Relationship Manager (RM)

Location: Branch

Department: Acquisition & Cross Selling

Organizational relationships

Reports to: Team Leader (TL)/Branch Head/Cluster Head

Purpose of the Job (Job Profile)

Relationship Manager is responsible for driving sales performance across multiple mapped bank branches and ISL branches within an assigned region for the broking business. The role focuses on achieving business growth through client acquisition, cross-selling investment products, improving productivity, strengthening channel partnerships, and ensuring regulatory compliance.

The incumbent will build strong relationships with the banks & ISL Client. The role also involves coaching and training both bank branch teams to enhance product knowledge, customer engagement, and overall business performance.

Key responsibilities :

• Business Development & Sales
• Cross Sales
• Relationship Management
• Compliance & Governance
• Market Intelligence

Experience: 2 - 5 years of experience in Financial Services, Stock Broking, WealthManagement, or Capital Markets.

• Proven track record of achieving sales and revenue targets.
• Experience in managing bank channel partnerships is preferred.

Educational Qualification

Bachelors degree in business, Finance, and Commerce

MBA (Marketing/Finance) preferred.

NISM certifications as applicable

Role & responsibilities