Relationship Manager-Retail Sales-Raebar...

PeopleStrong; Lucknow; On-site; INR 350,000 - 700,000; Full time

Job summary

PeopleStrong is seeking a Relationship Manager for Retail Sales at our Lucknow location. The role focuses on driving sales through existing relationships, identifying new clients, and coordinating with channel partners to expand reach.

You will work on adding folios and SIPs, while ensuring compliance with internal reporting standards. The candidate should have 2–5 years of experience in financial services, a Graduate degree, and willingness to work on-site at BN Road, Lucknow.

Qualifications

• Graduate with 2–5 years of experience in financial services.

Responsibilities

• Drives ongoing sales from defined relationships and contributes to regional targets.
• Identifies new clients by analyzing market information and makes direct pitches to them.
• Liaises with channel partners to increase sales and facilitates distributor empanelment and activation.
• Ensures targeted folios and SIPs are added and educates distributors on product advantages.
• Keeps 100% compliance with internal reporting and audit systems.

Skills

Mutual fund sales

Relationship Management

Education

Graduate

Job description

Relationship Manager-Retail Sales-Raebar...

ABG111753

• Financial Services
• Uttar Pradesh

Posted On 10 Sep 2026

End Date 09 Mar 2027

Required Experience 2 - 5 years

Basic Section

No. Of Position 1

Grade 11

Organisational

Country India

Worksite BN Road, Lucknow

Skills

mutual fund sales Relationship Management

Graduate

Job Description

Key Result Areas

Supporting Actions

• Drives ongoing sales from the defined relationships and contribute towards regions achievements
• Obtains and analyses information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
• Profiles distributors and caters to their requirements to ensure ongoing business from them
• Ensures targeted number of folios are added and achieves targeted number of new SIPs.
• Identify IFAs/Banking partners who have the requisite Conducts regular meetings and contact with the distributors
• Undertakes empanelment and activation of distributors
• Disseminates updates and other product related information in timely manner
• Organizes and executes trainings and engagements for partners

To achieve the targeted number of new SIPs

• Focus on the unique offering in this segment to maximize sales.
• To communicate and educate the distributors about its advantages and potential as a tool for wealth creation.

To ensure that the targeted number of new investors (folios) is added

• Ensuring that maximum existing investors of all IFAs are investing with us.
• To support IFAs in new initiatives to help them increase their client base.

Reporting and compliance

• Ensures 100% compliance with internal reporting & audit systems
• Updates sales portal with requisite information to facilitate information collation and analysis