Relationship Manager- Distribution Sales

Job Summary

We are seeking a enthusiastic, energetic relationship manager to join our distribution sales team at New Delhi/Gurugram. The Relationship Manager will be responsible for managing and deepening relationships with wealth managers, private banking relationship managers, and investment advisors to drive mutual fund sales and increase assets under management (AUM). This role requires a strong understanding of financial markets, mutual fund products, and the ability to influence and enable partners to deliver investment solutions to their clients. This role is key to ensuring deeper engagement and meaningful sales presence for our organization in Delhi NCR.

Job Description

1. Relationship Management
   Build and maintain strong relationships with key stakeholders such as wealth managers, private banking RMs, and independent financial advisors. Act as the primary point of contact for these partners, ensuring smooth communication and trust.

2. Sales Business Development
   Drive AUM (Assets Under Management) growth by promoting the company s mutual fund products.
   Identify cross-selling and upselling opportunities within partner networks.

3. Product Advisory Training
   Provide product knowledge sessions and training to wealth managers and advisors. Share insights on market outlook, fund performance, and investment strategies.

4. Strategic Account Management
   Develop account plans for key partners to maximize engagement and revenue.
   Collaborate with internal teams (marketing, operations, compliance) to support partner needs.

5. Marketing Engagement
   Share marketing collateral, research reports, and thought leadership content.

6. Compliance Risk Management
   Ensure all sales and advisory activities comply with regulatory guidelines (SEBI, AMFI).

7. Feedback Market Intelligence
   Gather feedback from partners on product performance and service quality.
   Share market trends and competitor insights with internal teams to refine offerings.

Quali cation Experience

Total Experience: 2- 5 years relevant experience
Qualification Required: Minimum Graduation and NISM VA Certified
Preferred: MBA, CFA, CFP
Job Location : New Delhi / Gurugram

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.