Relationship Manager
Relationship Manager
Posted on :
11-08-2025
Employer Active
1 Vacancy
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Job Description
Job Summary:
We are looking for a dynamic and results-driven Regional Manager to lead our PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) sales efforts across a designated region (covering 2 or more states). The ideal candidate will be responsible for driving sales growth managing key client relationships and supporting channel development while ensuring alignment with the companys strategic objectives.
Key Responsibilities:
- Sales Execution: Drive sales of PMS and AIF products within the assigned region achieving quarterly and annual targets.
- Key Account Management: Build and maintain strong relationships with key clients and distribution partners to maximize business growth.
- Channel Support: Work closely with distribution partners and financial advisors to expand market reach and ensure effective product penetration.
- Market Development: Identify and pursue new business opportunities and partnerships to increase sales footprint.
- Customer Engagement: Facilitate client meetings product presentations and provide expert advisory support to nurture long-term relationships.
- Reporting & MIS: Provide timely and accurate sales reports market feedback and competitor intelligence to senior management.
- Compliance & Governance: Ensure all sales activities comply with regulatory requirements and company policies.
- Collaboration: Coordinate with internal teams such as marketing product and operations to deliver seamless customer experience and support sales initiatives.
Requirements:
- Experience: 5-8 years in sales and distribution in financial services specifically with PMS AIF or Mutual Fund products.
- Regional Exposure: Proven experience managing sales activities across multiple states or a defined region.
- Certifications: CFP CWM CFA or equivalent professional qualifications preferred.
- Skills: Strong interpersonal and communication skills with the ability to build and maintain client and partner relationships.
- Product Knowledge: Solid understanding of PMS AIF and alternative investment products along with the regulatory landscape.
- Self-Motivated: Ability to work independently plan and prioritize sales efforts to meet targets efficiently.
- Analytical: Good market awareness and capability to provide actionable insights.
Employment Type
Full-time
Key Skills
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