Relationship Manager

Topgear Consultants; Thrissur; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Topgear Consultants seeks a Relationship Manager in Thrissur, Kerala, to drive sales and build relationships with channel partners and customers in mutual funds.

The ideal candidate has experience in financial products, wealth management, mutual funds or banking sales, with strong relationship and business development skills.

This full-time role requires travel within the territory; MBA is preferred, AMFI/NISM certification is a plus.

Qualifications

• Female candidates not specified in this vacancy.

Responsibilities

• Build and maintain relationships with channel partners, distributors, IFAs, and customers.
• Drive sales of Mutual Fund and investment products.
• Acquire new clients and generate business opportunities.
• Achieve monthly sales and revenue targets.
• Increase SIP registrations and AUM growth.
• Conduct client meetings, product presentations, and investor awareness sessions.
• Provide investment-related support and resolve customer queries.
• Track market trends and identify new business opportunities.
• Ensure compliance with company policies and regulatory guidelines.

Education

MBA preferred

Job description

Job Title: Relationship Manager

Company Industry: Mutual Fund / Asset Management

About the Company: A leading Asset Management Company (AMC) offering a wide range of mutual fund and investment solutions across India.

Location: Thrissur, Kerala

Experience: 15 Years

Employment Type: Full-time

Job Summary

We are looking for a dynamic and customer-focused Relationship Manager to drive sales and build strong relationships with channel partners and customers. The ideal candidate should have experience in financial products, wealth management, mutual funds, or banking sales, with excellent relationship management and business development skills.

Key Responsibilities

• Build and maintain relationships with channel partners, distributors, IFAs, and customers.
• Drive sales of Mutual Fund and investment products.
• Acquire new clients and generate business opportunities.
• Achieve monthly sales and revenue targets.
• Increase SIP registrations and AUM growth.
• Conduct client meetings, product presentations, and investor awareness sessions.
• Provide investment-related support and resolve customer queries.
• Track market trends and identify new business opportunities.
• Ensure compliance with company policies and regulatory guidelines.

Eligibility

• Female candidates only.
• Age: Up to 28 years.
• Graduate in any discipline (MBA preferred).
• 15 years of experience in Mutual Funds, Asset Management, Wealth Management, Banking, NBFC, or Financial Services.
• Experience in relationship management, sales, or business development.
• AMFI/NISM certification will be an added advantage.
• Excellent communication, presentation, and interpersonal skills.
• Willingness to travel within the assigned territory.

Preferred Background

Candidates currently working with:

• Mutual Fund AMCs
• Wealth Management Firms
• Banks (Relationship/Preferred Banking)
• Stock Broking Companies
• Financial Services & NBFCs