Relationship Manager - Howrah

Role overview

The Relationship Manager will be responsible for driving branch-level sales performance in Howrah, expanding market reach, and maintaining a high standard of service for channel partners and their customers. The role centers on meeting sales goals, building new business, strengthening distributor relationships, and supporting market development across the branch.

Core responsibilities

This position focuses on retail sales execution, distributor activation, reporting discipline, and branch visibility initiatives. The incumbent will work on growing business through existing relationships as well as identifying new opportunities in the market.

Retail sales execution

• Generate continuous sales from assigned relationships and support regional business targets.
• Study market inputs to identify potential clients and approach them directly to build business.
• Work closely with channel partners to improve sales performance.
• Understand distributor profiles and address their business needs to sustain ongoing revenue.
• Deliver the targeted number of folios and achieve the planned volume of new SIPs.
• Contribute to branch sales growth and improve market share against competition.

Distributor empanelment and engagement

• Maintain regular communication and meetings with distributors.
• Support the empanelment and activation of distributors.
• Share product updates and relevant information promptly.
• Plan and conduct training sessions and engagement activities for partners.
• Strengthen client relationships by ensuring quick and effective service.

Reporting, compliance, and branch support

• Follow internal reporting and audit requirements without exception.
• Submit weekly updates to the Branch Manager, Regional Heads, and Channel Heads.
• Keep the sales portal updated with accurate data for reporting and analysis.
• Arrange installation of advertising and promotional materials to support brand visibility.

Required knowledge

• Good understanding of the market and macroeconomic trends.
• Working knowledge of financial products and investment choices.
• Strong grasp of the mutual fund industry and AMC product categories.
• Basics of financial planning and investment planning.
• Awareness of regulatory requirements relevant to the role.
• Comfortable using Excel at a basic level.

Additional information

This is a full-time, onsite role based in West Bengal, India.