Relationship Manager - Bhagalpur

Role overview

This position is focused on growing branch-level business by meeting sales goals, expanding market presence, and maintaining a high standard of service for channel partners and their customers. The role sits within a mutual fund and investment services environment where long-term, research-led investing and ethical client service are key principles.

About the business context

The organization offers a broad mix of investment solutions such as diversified and sector-focused equity schemes, hybrid funds, debt products, treasury solutions, portfolio advisory services for high-net-worth individuals, and offshore funds for non-resident Indians. Its approach is rooted in fundamental research, transparency, and a long-term investment philosophy.

The business operates in a highly competitive landscape while also adapting to changing regulatory expectations. To support growth, it emphasizes technology adoption, product innovation, research strength, a wide distributor network, active regulator engagement, and a people-focused culture.

What you will do

• Deliver consistent sales growth through the relationships assigned to you and help the region meet its targets.
• Identify prospective clients by studying the market, making direct sales approaches, and working closely with channel partners.
• Understand distributor profiles and serve their requirements to maintain repeat business.
• Drive the addition of targeted folios and new SIPs as part of business growth objectives.
• Work toward improving branch market share and overall sales performance.
• Build and maintain regular contact with distributors through structured meetings.
• Support distributor empanelment and activation activities.
• Share product updates and other relevant information promptly with partners.
• Plan and conduct trainings, partner interactions, and engagement programs.
• Manage business growth through fast and dependable customer service.
• Maintain complete compliance with internal reporting and audit processes.
• Submit weekly updates to the Branch Manager, Regional Heads, and Channel Heads.
• Keep the sales portal updated so information can be collected and analyzed effectively.
• Help place advertising and promotional materials to strengthen brand visibility.

What we are looking for

• Working knowledge of the market and broader macroeconomic trends.
• Good understanding of financial products and investment choices.
• Clear grasp of mutual fund business fundamentals and the product range typically offered by an AMC.
• Knowledge of financial planning basics and investment planning principles.
• Awareness of the regulatory framework relevant to the industry.
• Comfort using basic Excel for reporting and tracking.

Additional role context

The role requires balancing business growth with compliance, service quality, and distributor relationship management in a fast-moving financial services environment.