Relationship Manager

DSP Asset Managers Pvt. Ltd.; Ahmedabad; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A leading asset management company in Ahmedabad is seeking a Relationship Manager (RM) to drive mutual fund sales through key relationships like National Distributors and Independent Financial Advisors. Ideal candidates should have 7-10 years of experience in mutual fund sales or distribution, possess strong market knowledge, and demonstrate effective communication skills. The role comes with the expectation of achieving sales targets and building long-term client relationships. Candidates must hold a postgraduate degree, preferably in finance.

Qualifications

• 7-10 years of relevant experience in mutual fund sales or distribution.
• Ability to manage relationships with NDs, KRs, and IFAs.

Responsibilities

• Drive mutual fund sales across NDs, KRs, and IFAs.
• Build relationships with clients and channel partners.
• Conduct meetings to gather client insights.
• Develop long-term assets through sales.
• Share insights on client feedback and competitor activities.
• Achieve assigned sales targets.

Skills

Knowledge of capital markets

Effective communication

Stakeholder alignment

Microsoft Office proficiency

Self-motivated attitude

NISM VA certification

Education

Postgraduate degree (MBA/Finance preferred)

Job description

The RM will be responsible for driving Mutual Fund sales through National Distributors (NDs), Key Relationships (KRs), and Independent Financial Advisors (IFAs). The role requires strong relationship-building, market knowledge, and the ability to deliver consistent sales growth and market share for DSP.

What is the roles objective?

• 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

What skills do you need to possess?

• 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)

What is the prior experience expected?

• 7-10 years of relevant experience in mutual fund sales or distribution

What qualification you should have?

• Postgraduate degree (MBA/Finance specialization preferred)