We are looking for an experienced Relationship Manager in Ongole to drive financial product distribution, including Mutual Funds, Corporate Fixed Deposits, and Bonds/NCDs. 

The role involves both direct sales and cross-selling to an existing customer base, along with new customer acquisition through corporate partnerships and activities.

Location: Ongole Offices

Experience Level: 4+ Years

Job Type: Full-time

Age Requirement: 25 – 40 Years

Educational Qualification:

• Graduate/MBA with relevant experience in Sales & Marketing

Key Responsibilities:

• Source and acquire customers for Mutual Funds, Corporate FDs, and Bonds in the assigned territory of Ongole.
• Develop relationships with corporates for bulk investments.
• Increase overall AUM (Assets Under Management) in Mutual Funds.
• Cross-sell and up-sell financial products to mapped customers of Ongole.
• Expand customer base in the Financial Product Distribution (FPD) channel.
• Conduct periodic portfolio reviews for high-end and HNI clients.
• Perform market analysis, create sales scripts, and provide research briefings.

Key Skills & Competencies:

• Strong sales and relationship management skills
• Excellent market knowledge and understanding of financial products
• Strong analytical and decision-making abilities
• Should be local or native from Ongole Andhra Pradesh
• Exceptional communication and convincing skills
• Ability to work in a target-driven and dynamic environment

Why Join Us?

• Work with a reputed NBFC/Banking organization in Ongole AP,
• Attractive salary package and growth opportunities,
• Develop expertise in corporate investment strategies,
• Exposure to HNI & institutional client management,

Apply now and be part of a growing financial distribution team of Ongole Andhra Pradesh!