Relationship Manager

Position title : Relationship Manager (RM)

Role & responsibilities

Relationship Manager is responsible for driving sales performance across multiple mapped bank branches and ISL branches within an assigned region for the broking business. The role focuses on achieving business growth through client acquisition, cross-selling investment products, improving productivity, strengthening channel partnerships, and ensuring regulatory compliance.

The incumbent will build strong relationships with the banks & ISL Client. The role also involves coaching and training both bank branch teams to enhance product knowledge, customer engagement, and overall business performance

Key responsibilities

Business Development & Sales

Cross Sales

Relationship Management

Compliance & Governance

Market Intelligence

Experience:

2 5 years of experience in Financial Services, Stock Broking, Wealth Management, or Capital Markets.

Proven track record of achieving sales and revenue targets.

Experience in managing bank channel partnerships is preferred.