Relationship Manager - Pension

About the Role

We are seeking a Relationship Manager based in Mumbai to oversee group ecosystem channels and company-wide cross-referral programs. This role involves managing the flow of referrals from both enterprise and retail sources, working closely with advisor and distributor networks, as well as internal sales teams. The focus will be on maintaining consistent follow-ups and converting opportunities into business successes.

Key Responsibilities

• Oversee cross-referrals across varied group businesses by managing inbound and outbound leads from enterprise and retail sectors.
• Monitor sales pipelines rigorously, ensure timely follow-ups, and facilitate the execution of inter-line-of-business initiatives and ongoing opportunities.
• Engage with sales teams and partner networks to activate ecosystem channels, driving Net Promoter Score (NPS) related business.
• Boost lead conversion by maintaining continuous engagement, follow-ups, and on-the-ground execution.
• Collaborate with internal operations, product, and technology teams to address issues and ensure seamless case closures.
• Generate and disseminate periodic Management Information System (MIS) reports and performance updates to monitor progress and pinpoint any gaps.

Desired Candidate Profile

• Possess 3 to 7 years of experience in sales, channel management, or client relationship management roles within financial services.
• Exhibit strong execution capabilities with meticulous follow-ups, effective tracking, and lead closure.
• Experienced in managing partner relationships or internal channels to maintain steady business performance.
• Capable of collaborating efficiently with diverse internal teams and external stakeholders.
• Preferred candidates will have a sound understanding of NPS, investment products, or the broader financial services ecosystem.
• Demonstrate a high sense of ownership, persistence, and a proactive, hands-on approach focused on execution.