Relationship Manager

Role Designation: Relationship Manager

Department: Sales

Function: Retail Channel

Reporting to: Channel Head Retail Business

Location: Mumbai

Job Purpose

The Relationship Manager will drive gross and net sales across Mutual Funds, PMS, and AIF categories by managing and activating IFA and ND partners. The core focus is on increasing market share, generating long-term business, and strengthening engagement with high-potential distributors.

Key Deliverables

o Achieve gross and net sales targets across MF, PMS, and AIF categories.

o Drive market share growth within the assigned territory.

o Activate and engage dream buyers / high-potential IFAs & NDs to maximise business contribution.

o Strengthen relationships with active and high-volume partners to ensure consistent AUM flow.

o Conduct regular meetings to provide product insights, resolve queries, and support business conversions.

o Ensure consistent activation of dormant/low-engaged partners to improve productivity.

o Execute distributor training, joint calls, and investor meetings to support business growth.

o Track competitor strategies, market updates, and share insights with management.

o Maintain accurate data on sales activities, funnel updates, and channel performance.

o Ensure adherence to regulatory norms and internal compliance standards.

Role Requirements

o Education: MBA/PGDM with specialisation in Finance & Marketing.

o Experience: 58 years of experience in sales within the AMC industry.

o Certificate: NISM XXIA & VA is must as per the regulatory requirement.

Key Attributes

o Self-motivated and results-driven.

o Ability to work collaboratively with cross-functional teams.

o Strong networking,

Communication and negotiation skills.