Relationship Manager - Banks and NDs

Job Purpose :

To execute marketing and business development strategies within the assigned region, with a strong focus on increasing Assets Under Management (AUM), driving investor engagement, and managing distribution through banks and national distributors.

Key Responsibility Areas :

• Business Development :
• Drive AUM growth by achieving and exceeding sales targets for mutual fund investments.
• Identify new market opportunities and expand investor outreach in untapped regions.
• Distribution Management :
• Manage and support business through banks and national distributors .
• Provide strategic and operational support to distribution partners and investors.
• Marketing & Promotion :
• Promote UTI Mutual Fund schemes and ensure distributor / investor awareness of product offerings.
• Educate stakeholders on mutual fund industry trends and scheme performance.
• Sales Force Management :
• Motivate and guide the sales team toward performance targets.
• Provide continuous support, training, and knowledge-sharing initiatives to enhance productivity.
• Stakeholder Engagement :
• Collect feedback from distribution partners and investors to enhance product and service offerings.
• Organize investor and agent meets, participate in financial fairs, and conduct training sessions.
• Strategic Planning :
• Develop future business strategies based on regional market dynamics and investor profiles.
• Stay vigilant of market trends and regulatory changes to proactively address business needs.
• Operational Oversight :
• Ensure timely fund collections and oversee the smooth administration of branch operations.
• Contribute to process improvements and support management information systems (MIS) generation.
Candidate Profile :
• Education :
• UG : Any Graduate
• PG : Any Postgraduate
• Key Skills & Attributes :
• Sound knowledge of mutual funds and investment products
• Strong relationship management and communication skills
• Experience managing distributors, banks, or third-party channels
• Ability to analyze regional markets and develop tailored growth strategies
• Proactive and performance-driven mindset

Skills Required

Salesforce, Time Management, Banking, Business Management, Mis Generation, Management