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branch relationship manager

relationship manager

panikoili, odisha
posted today
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this job offer closes 27 september 2026

job details

this job offer closes 27 september 2026

summary

  • panikoili, odisha
  • A client of Randstad India
  • permanent

posted 29 july 2026

reference number
JPC - 121288

next steps

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job details
Position Title - Relationship Manager
Grade - AM
Reporting - Cluster Head
Core Area of ResponsibilityResponsibility for achieving sales targets of BOI MF by developing all the channels and acquiring investors through Banks/MFDs/RDs/NDs.
Key Accountabilities1. Help to meet the target mobilization of assets under each of the products as per the Business plan through active engagement with all the channels.
...
2. Co-ordinate and connect with all the distributors/Bank and to achieve the assigned target.
3. Responsible for business generation and scaling up business relationships as per the assigned targets.
4. Responsible for managing the day to day distributor/Bank operations , query resolution, and backend coordination to ensure seamless sales execution and business continuity.
5. Being responsible for providing full time support to team members to help them achieve business targets.
6. Activate new distributors in the location.
7. Responsible for conducting IAPs and product related training sessions for distributors/Bank.
8. Plan engagement activities with distributors/Bank through meets, presentation and mailers etc. on a regular basis.
9. Reporting of daily MIS to reporting Manager.
10. Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
11. Be responsible to follow all the rules and regulations as per company policies and SEBI guidelines in selling of Mutual fund schemes.
Key Connects Internal
 Sales & Marketing
 Customer Service / Operations
 Compliance
 External
 Mutual fund distributors/Bank/Investors.
Qualifying criteria for titled position Education & Professional Certification
 Preferably a Post graduate / MBA in Marketing / Sales
 NISM V A Certification Mandatory
 Professional Skillsets
 Ability to work as a team member with minimum supervision and has desire to build a career in sales.
 Target oriented/aggressive sales skills, self-motivated, capable of handling and guiding a team.
 Excellent in presentation, verbal and written communication skills.
 Market savvy & aware of key developments about the financial markets.
 Strong business acumen and commercial sense.
 Good understanding of retail financial services, preferably in mutual funds.
 Mandatory requirement
 Advantage would be over 3 years of experience in servicing MFD and Banking channel management of Mutual Fund Sales. Location - Bhubaneswar
Who can apply?* Local Candidate with minimum 3years of experience with AMC Background.
* Excellent at business communication skills (verbal & written)
* Smart with a go getter attitude.

experience

9
show more
Position Title - Relationship Manager
Grade - AM
Reporting - Cluster Head
Core Area of ResponsibilityResponsibility for achieving sales targets of BOI MF by developing all the channels and acquiring investors through Banks/MFDs/RDs/NDs.
Key Accountabilities1. Help to meet the target mobilization of assets under each of the products as per the Business plan through active engagement with all the channels.
2. Co-ordinate and connect with all the distributors/Bank and to achieve the assigned target.
3. Responsible for business generation and scaling up business relationships as per the assigned targets.
4. Responsible for managing the day to day distributor/Bank operations , query resolution, and backend coordination to ensure seamless sales execution and business continuity.
5. Being responsible for providing full time support to team members to help them achieve business targets.
6. Activate new distributors in the location.
7. Responsible for conducting IAPs and product related training sessions for distributors/Bank.
8. Plan engagement activities with distributors/Bank through meets, presentation and mailers etc. on a regular basis.
...
9. Reporting of daily MIS to reporting Manager.
10. Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
11. Be responsible to follow all the rules and regulations as per company policies and SEBI guidelines in selling of Mutual fund schemes.
Key Connects Internal
 Sales & Marketing
 Customer Service / Operations
 Compliance
 External
 Mutual fund distributors/Bank/Investors.
Qualifying criteria for titled position Education & Professional Certification
 Preferably a Post graduate / MBA in Marketing / Sales
 NISM V A Certification Mandatory
 Professional Skillsets
 Ability to work as a team member with minimum supervision and has desire to build a career in sales.
 Target oriented/aggressive sales skills, self-motivated, capable of handling and guiding a team.
 Excellent in presentation, verbal and written communication skills.
 Market savvy & aware of key developments about the financial markets.
 Strong business acumen and commercial sense.
 Good understanding of retail financial services, preferably in mutual funds.
 Mandatory requirement
 Advantage would be over 3 years of experience in servicing MFD and Banking channel management of Mutual Fund Sales. Location - Bhubaneswar
Who can apply?* Local Candidate with minimum 3years of experience with AMC Background.
* Excellent at business communication skills (verbal & written)
* Smart with a go getter attitude.

experience

9
show more

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      Position Title - Relationship ManagerGrade - AMReporting - Cluster HeadCore Area of ResponsibilityResponsibility for achieving sales targets of BOI MF by developing all the channels and acquiring investors through Banks/MFDs/RDs/NDs. Key Accountabilities1. Help to meet the target mobilization of assets under each of the products as per the Business plan through active engagement with all the channels.2. Co-ordinate and connect with all the
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