Relationship Manager / Area Manager - B2B (AMC)/Mutual Funds

Relationship Manager / Area Manager - B2B Investments (Channel Sales)

Role Type & Location: Full-Time - Pan India

Reporting To: Regional/Zonal Head

Quick Summary:

This critical role is centered on driving investments into the company's Peer-to-Peer (P2P) lending product, positioning it as a high-growth alternate asset class. As an individual contributor, you will immediately focus on aggressively expanding our B2B channel by empaneling and managing Mutual Fund Distributors (MFDs), IFAs, and other key financial partners. This role is vital for achieving our investment targets and increasing the market penetration of our innovative P2P product.

Your Role

In this role, you will be expected to achieve the following key results:

* Acquire & Onboard: Identify, recruit, and successfully empanel a high-potential network of new financial channel partners (MFDs, IFAs, brokers, sub-brokers) to distribute the P2P investment product.

* Achieve Investment Targets: Consistently hit aggressive monthly and quarterly sales/investment targets (e.g., lumpsum and SIP/PTP) from the empanelled channel network.

* Drive Product Penetration: Increase the adoption and total investment volume of the P2P product within the distributor base, establishing it as a core offering.

* Be a Brand Ambassador: Build and maintain strong, long-term relationships with channel partners, providing product education, training, and sales support to maximize their success.

* Ensure Compliance: Act as the primary liaison, assisting partners with smooth onboarding, documentation, and transaction processes while ensuring all activities adhere to company and regulatory guidelines.

* Monitor Market Insights: Develop a deep understanding of the P2P lending regulatory framework (RBI/NBFC) and monitor competitor activity to effectively position and sell the product.

Must-Haves:

* Experience: Minimum 3+ years of proven B2B sales experience in the financial services industry.

* Domain Expertise: Direct experience within Asset Management Companies (AMC)/Mutual Funds, Broking/Securities Firms, or other NBFCs, specifically focusing on the channel partner (MFD/IFA) model.

* Network: An established, active, and current network of financial channel partners (MFDs/IFAs) in the designated city/territory is mandatory.

* Core Skills: Strong understanding of financial products, investment vehicles (Mutual Funds, SIPs, equity, bonds, PMS/AIF), coupled with excellent communication, relationship-building, and negotiation skills.

Bonus: Good-to-Haves:

* Prior, direct knowledge and experience with the Peer-to-Peer (P2P) lending model.

* An MBA in Finance/Marketing or a related advanced degree is preferred.

* Relevant financial certifications (e.g., NISM).

* Demonstrated behavioral competencies: Self-motivated, goal-oriented, and confident in handling aggressive sales and recruitment targets.

Career Progression

* Growth Trajectory: The successful Relationship Manager / Area Manager is on track to advance to a senior leadership role, such as a Regional or Zonal Head , within the B2B Channel Sales division, based on consistent over-achievement of investment targets and effective management of a large channel network.

* Skill Development: This path will require demonstrated mastery in scaling a channel partner ecosystem, cross-geography team leadership, and strategic market development.