Relationship Manager
Quick Summary
The RM will be responsible for driving Mutual Fund sales through National Distributors (NDs), Key Relationships (KRs), and Independent Financial Advisors (IFAs).
• Drive mutual fund sales across NDs, KRs, and IFAs
• Build and maintain client and channel partner relationships to increase market share
• Conduct client/associate meetings to understand needs and provide relevant feedback internally
• Develop long-term assets through incremental net sales and repeat business
• Share timely insights on client feedback and competitor activities to enable quick responses
• Execute sales strategies effectively and achieve assigned targets
• Strong knowledge of capital markets and mutual fund industry
• Effective communication and influencing skills
• Ability to manage stakeholder alignment both within and outside the firm
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Positive attitude, self-motivated, and confident
• NISM VA certification (or ability to complete before joining)
• 7-10 years of relevant experience in mutual fund sales or distribution
• Postgraduate degree (MBA/Finance specialization preferred)
Location & Eligibility
Listing Details
- First seen
- May 6, 2026
- Last seen
- May 8, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 49%
- Scored at
- May 6, 2026
Signal breakdown
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