A Relationship Manager (Distribution) drives sales and manages partnerships with third-party channels—such as brokers, banks, and Independent Financial Advisors (IFAs)—to distribute financial products like mutual funds, insurance, or PMS. They focus on partner onboarding, relationship management, market intelligence, and achieving sales targets.
Key Responsibilities
- Channel Management: Developing, nurturing, and managing relationships with brokers, agents, distributors, and banking partners.
- Sales Generation: Driving sales growth of financial products (e.g., Mutual Funds, AIFs) through third-party networks.
- Partnership Expansion: Acquiring new distributors, brokers, and setting up new distribution franchises.
- Market Intelligence: Monitoring competitor strategies and pricing to adjust distribution approaches in real-time.
- Marketing Support: Organizing sales drives, training distributor staff on products, and conducting marketing activities for brand visibility.
Required Skills and Qualifications
- Experience: Generally 2–8 years in banking, wealth management, or financial services.
- Background: Experience in B2B sales, partner management, and handling High Net-worth Individual (HNI) clients.
- Skills: Strong communication, interpersonal, negotiation, and analytical skills.
- Knowledge: Deep understanding of financial products, wealth management, and regulatory frameworks.
Common Career Paths
- Roles: Often starts as a Relationship Manager (Distribution), leading to Senior RM, Area Sales Manager, or Head of Distribution Channels.
- Industries: Asset Management Companies (AMCs), banks, fintechs, and insurance firms.
Job Types: Freelance, Permanent, Contractual / Temporary
Pay: ₹10,000.00 - ₹50,000.00 per month
Benefits:
- Flexible schedule
- Work from home
Work Location: In person
