Virtual Relationship Manager, Chennai

SupportFinity™; Tamil Nadu; On-site; INR 350,000 - 600,000; Full time

Job summary

SupportFinity™ seeks a dedicated liaison for the Retail Sales Team to act as a single point of contact for service issues and to connect the team with customer service, operations, and CAMS. The role engages channel partners, especially Wealth Counters & IFAs, to help the team focus on core responsibilities and investor relations.

Key duties include providing reports, maintaining distributor communications, and preparing business MIS for the Karnataka region.

Qualifications

• Experience in channel partner management and investor relations.
• Strong liaison with internal teams (customer service, operations, CAMS).

Responsibilities

• Provide information and reports to Channel Partner and Team, and meet requirements.
• Maintain correlation between Team and Distributors; manage mailers, forms, and updates.
• Prepare MIS and reports for the Karnataka Region; support business development.
• Ensure compliance with regulator procedures and internal policies.
• Coordinate with internal/external stakeholders for broker mobilization and payments.

Skills

Channel Partner Liaison

Communication Skills

Regulatory Compliance

Job description

Job Purpose

To serve as a single point contact to the Retail Sales Team for any service related issues. To function as a link between the team and interdepartment personnel (i.e., customer service, operations etc.). Actively engage in channel partners specially with Wealth Counters & IFAs and help the team to focus on their major role and also enhance investor relationship.

Job Context & Major Challenges

• Servicing multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.
• Unavailability of relevant information on time.

Key Result Areas (KRAs)

• KRA1: Providing necessary information/reports to Channel Partner and Team. Timely meeting Team and Channel Partner requirements. Occasionally Visiting Key Service RM of Private Banks and Wealth Counter.
• KRA2: Maintaining a proper correlation between Team and Distributors. Dispatching mailers, forms, fact sheets, brokerage structure etc. Keeping the distributors informed about any changes or new developments of the AMC. Building internal channel, distributors. Provide structured feedback for new products & service ideas. Performance Updates, Analysis, mailing and dispatches, database maintenance. Preparing MIS for Entire Karnataka Region and sharing the same with Channel Head and Branch Managers.
• KRA3: Preparing reports for the business development function like RM Wise Weekly Sales Tracker for Region, Sales MIS, Expense Tracker for Region. Preparing Reports for the team like Daily performance and Daily Inflow/Outflow. Ensure to submit reports on time and accurately, thus helping the team understand the performance at individual level.
• KRA4: To act according to compliance & regulator procedures. Adhere to the compliance & regulator procedures always.
• KRA5: Actively interacting with the Internal Team, distributors, RO, HO and CAMS for issues related to broker mobilization and payments, investments, redemptions, non-receipt of statements, dividends, product information, operational information etc. To have an effective communication with internal and external channel on presale and post sales.