Relationship Manager_Pension_Mumbai

Job description

**Role:** Relationship Manager (JB 10 / 11) **Location:** Mumbai **Role Description** The role will be responsible for group ecosystem channels and company-wide cross-referral programs. This includes managing referral flows (enterprise and retail), activating advisor/distributor networks and internal sales teams, and ensuring consistent follow-ups and conversion of opportunities into business. - Manage cross-referrals across group businesses, handling both inbound and outbound enterprise and retail leads - Track pipelines, ensure timely follow-ups, and support execution of inter-LoB initiatives and ongoing opportunities - Activate ecosystem channels by working closely with sales teams and partner networks to drive NPS business - Drive conversions from these channels through continuous engagement, follow-ups, and on-ground execution - Coordinate with internal teams (ops, product, tech) to resolve issues and ensure smooth closure of cases - Prepare and share periodic MIS and performance updates for tracking progress and identifying gaps **Key Requirements** - 3 - 7 years of experience in sales, channel management, or relationship roles in financial services - Strong execution skills with high discipline in follow-ups, tracking, and closure of leads - Experience in managing partners or internal channels to drive consistent business outcomes - Ability to work with multiple internal teams and external stakeholders effectively - Preferred good understanding of NPS, investment products, or financial services ecosystem - High ownership and persistence with a hands-on, execution-driven approach