Relationship Manager_Pension_Mumbai

Birla Carbon; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Birla Carbon in Mumbai is seeking a Relationship Manager to manage ecosystem channels and cross-referral programs. The role focuses on activating advisor networks and internal teams to convert opportunities into business. A successful candidate will have 3-7 years of experience in sales or relationship management within financial services. Key skills include strong execution, high discipline in follow-ups, and the ability to collaborate with various stakeholders. This position offers an engaging work environment and an opportunity to drive business growth.

Qualifications

• 3 - 7 years of experience in sales, channel management, or relationship roles in financial services.
• Strong execution skills with high discipline in follow-ups, tracking, and closure of leads.
• High ownership and persistence with a hands-on, execution-driven approach.

Responsibilities

• Manage cross-referrals across group businesses, handling both inbound and outbound enterprise and retail leads.
• Track pipelines, ensure timely follow-ups, and support execution of inter-LoB initiatives and ongoing opportunities.
• Prepare and share periodic MIS and performance updates for tracking progress and identifying gaps.

Skills

Sales experience

Channel management

Relationship management

Strong execution skills

Ability to work with multiple teams

Job description

Job Description:

Role: Relationship Manager (JB 10 / 11)

Role Description

The role will be responsible for group ecosystem channels and company-wide cross-referral programs. This includes managing referral flows (enterprise and retail), activating advisor/distributor networks and internal sales teams, and ensuring consistent follow-ups and conversion of opportunities into business.

• Manage cross-referrals across group businesses, handling both inbound and outbound enterprise and retail leads
• Track pipelines, ensure timely follow-ups, and support execution of inter-LoB initiatives and ongoing opportunities
• Activate ecosystem channels by working closely with sales teams and partner networks to drive NPS business
• Drive conversions from these channels through continuous engagement, follow-ups, and on-ground execution
• Coordinate with internal teams (ops, product, tech) to resolve issues and ensure smooth closure of cases
• Prepare and share periodic MIS and performance updates for tracking progress and identifying gaps

Key Requirements

• 3 - 7 years of experience in sales, channel management, or relationship roles in financial services
• Strong execution skills with high discipline in follow-ups, tracking, and closure of leads
• Experience in managing partners or internal channels to drive consistent business outcomes
• Ability to work with multiple internal teams and external stakeholders effectively
• Preferred good understanding of NPS, investment products, or financial services ecosystem
• High ownership and persistence with a hands‑on, execution‑driven approach