Relationship Manager - Retail Sales, Sur...

PeopleStrong; Surat; On-site; INR 2,873,563 - 4,789,272; Full time

Job summary

PeopleStrong is looking for a Relationship Manager - Retail Sales based in Surat, Gujarat. The candidate will be responsible for implementing sales strategies to maximize performance from channel relationships while ensuring service standards are met. Key responsibilities include managing client relationships, conducting market analysis, and maintaining communication with distributors. The ideal candidate should have 1-4 years of experience in financial services, demonstrate excellent relationship management skills, and have knowledge of debt and equity markets.

Qualifications

• 1-4 years of experience in financial services.
• Ability to manage diverse client relationships.
• Knowledge of debt and equity markets.

Responsibilities

• Implement sales strategy to maximize sales.
• Engage with clients and conduct regular interactions.
• Provide prompt after-sales support.

Education

Graduate

Job description

Relationship Manager - Retail Sales, Sur…

ABG102300

• Financial Services
• Gujarat

Posted On 27 Mar 2026

End Date 23 Sep 2026

Required Experience 1 - 4 years

No. Of Position 1

Grade 11

Organisational

Function --

Skills

Graduate

Job Purpose

Implementing the sales strategy to maximize sales from allocated channel relationships, by promoting visibility and ensuring service standards are met.

Job Context

As RM, the role is to increase visibility and goodwill among channel partners and distributors by regular interaction and ensuring prompt service for any issues. The basic idea is to keep the channels informed on company products and schemes to create awareness among the target clientele (Retail and corporate investors).

Job Challenges

• Managing relationships of different types at the same time, which require very different approaches. (Eg. Handling IFAs is different from handling Corporate clients)
• Constant updation of Market information about distributors and Knowledge of Debt & Equity Market in a very dynamic Market.

Key Result Areas

• KRA1 Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales.
• KRA2 Managing Client Relationships through prompt service, visibility and training.
  • Meeting distributors/IFAs/NDs on a regular basis
  • Disseminating updates and other product related information in timely manner
  • Efficient and timely after sales support
• KRA3 Adhering to sales and reporting standards.