Senior Relationship Manager - Mutual Fund Distribution

Job Overview

This role involves managing and nurturing a portfolio of relationships, acquiring new clients, and striving to meet sales targets established for these associations.

Key Challenges

• Maintaining high brand recall for BSLAMC schemes among a broad range of distributors.
• Keeping abreast of distributor market information and trends in a rapidly evolving marketplace.
• Ensuring prompt resolution of all investor service concerns with quick turnaround.

Core Responsibilities

• Drive continuous sales growth from assigned relationships contributing to regional objectives.
• Analyze market data to identify prospects, make direct sales pitches, and collaborate with channel partners to boost sales.
• Profile distributors to address their needs and secure sustained business.
• Achieve targeted acquisition of new folios and systematic investment plans (SIPs).
• Engage in distributor empanelment, activation, and regular meetings to foster strong partnerships.
• Communicate product updates promptly and conduct training and engagement sessions for partners.
• Ensure full compliance with internal reporting and audit requirements by providing timely reports to leadership.
• Maintain sales portal data and implement advertising/publicity material to enhance brand visibility.

Relationship Management

Internal relationships include daily interaction with Channel Heads for strategic discussions, issue resolutions, and MIS updates; need-based collaboration with Branch Managers for branch-level sales and service support; and daily coordination with Operations and Customer Service for efficient application processing and after-sales service.

Externally, maintain daily engagement with channel partners and clients discussing product offerings, market updates, pricing schemes, and service-related advisories.