Partner Relationship Manager - Financial Products

Key responsibilities : -

• Manage and deepen relationships with existing sub-brokers, authorised persons, channel partners, and intermediaries.
• Analyse the existing business of each sub-broker and identify opportunities for cross-selling and upselling.
• Promote relevant products such as mutual funds, equity broking, insurance, bonds, fixed-income products, PMS, AIF, NPS, loans, ETFs, structured products, or other products offered by the organisation.
• Understand the sub-brokers client base, product mix, revenue profile, and business gaps.
• Develop account-wise business plans to increase product penetration and wallet share.
• Conduct regular meetings, product presentations, training sessions, and business reviews with sub-brokers.
• Explain product features, suitability, processes, commercial benefits, documentation, and compliance requirements.
• Motivate sub-brokers to actively distribute new products to their clients.
• Coordinate with product, operations, onboarding, technology, compliance, and customer-service teams to ensure smooth execution.
• Support sub-brokers with sales pitches, product material, campaigns, lead-generation initiatives, and client communication.
• Track leads, conversions, assets, revenue, activation, and product-wise performance.
• Follow up on dormant or underperforming sub-brokers and create revival plans.
• Resolve partner issues and ensure timely closure of service requests.
• Maintain accurate records and update all activities in the CRM.
• Prepare daily, weekly, and monthly sales reports and business forecasts.
• Ensure that all sales activities follow applicable regulatory, compliance, and internal policy requirements.
• Provide feedback to management regarding market trends, competitor offerings, pricing, partner requirements, and product demand.

Key performance indicators : -

• New business generated through existing sub-brokers.
• Revenue and brokerage generated through cross-sold products.
• Number of sub-brokers activated for additional products.
• Product penetration and average products per sub-broker.
• Growth in assets under management, premium, accounts, or transactions, as applicable.
• Conversion ratio of identified opportunities.
• Reactivation of dormant sub-brokers.
• Monthly achievement against assigned targets.
• Sub-broker retention and satisfaction.
• Timely and accurate CRM and sales reporting.

Candidate profile : -

• Graduate in any discipline; postgraduate qualification in business, finance, or marketing will be an advantage.
• Two to five years of experience in sales, business development, channel sales, relationship management, or partner management.
• Experience in mutual funds, stock broking, wealth management, insurance, fintech, banking, or other financial products is preferred.
• Prior experience handling sub-brokers, authorised persons, IFAs, distributors, franchisees, or other financial intermediaries will be an advantage.
• Proven ability to generate business through existing relationships and cross-selling.
• Good understanding of financial markets and investment products.
• Strong relationship-building, communication, negotiation, and presentation skills.
• Ability to identify business opportunities and convert them into measurable revenue.
• Comfortable with field visits, outbound calling, online meetings, and partner training.
• Working knowledge of MS Excel, PowerPoint, Google Workspace, and CRM systems.
• Strong follow-up discipline and ability to work independently.
• Target-oriented, commercially aware, and self-motivated.

Work Experience Required 1 Year

Qualification Graduate