Relationship Manager

Kotak Mutual Fund; Lucknow; On-site; INR 400,000 - 700,000; Full time

Job summary

A leading financial services company based in Lucknow is looking for a sales professional to engage with distributors and manage direct selling to HNI customers. The role requires a minimum of 3 years of relevant experience, strong communication skills, and domain knowledge in investments/mutual funds. You will develop and implement business strategies for growth and foster new client relationships. Competitive compensation and career growth opportunities are offered.

Qualifications

• Minimum 3 years of relevant selling experience in the financial sector.
• Proven track record of creating value for clients.
• Strong communication and engagement skills needed.
• Domain knowledge of investments / mutual funds necessary.

Responsibilities

• Engage with distributors to drive sales.
• Manage direct selling to HNI customers.
• Develop new client relationships and accounts.
• Identify & empanel new IFA in the area.
• Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion
• Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors
• Handle branch IR & DS activities with the help of office staff / trainee
• Relationship management and brand building exercises that enhance visibility and goodwill

Skills

Client engagement

Sales experience

Communication skills

Investment knowledge

Job description

• Engaging with distributors (IFA / Banks / ND’s) to garner sales.
• Manage direct selling to cater to the HNI customers in the area.
• Leverage on market opportunities and develop new client relationships and accounts
• Identify & empanel new IFA in the area.
• Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion
• Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors
• Handle branch IR & DS activities with the help of office staff / trainee
• Relationship management and brand building exercises that enhance visibility and goodwill

Job Requirements

• 3 years of relevant selling experience.
• Proven track record of client value creation
• Exemplary communication and client engagement skills
• Domain knowledge of investments / mutual funds necessary.