Relationship Manager

DSP Investment Managers Pvt Ltd; Delhi; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A financial services firm in Delhi seeks an experienced Relationship Manager to expand market presence and drive Asset Under Management growth through relationships with banks and financial advisors. The ideal candidate should have 6-10 years in the financial industry, knowledge of capital markets, and a relevant qualification. You will execute sales strategies, conduct presentations, and build long-term client relationships to achieve sales targets.

Qualifications

• 6-10 years of experience in the financial industry.
• Ability to drive Mutual Fund Sales through multiple channels.
• Experience in executing sales plans and meeting targets.

Responsibilities

• Expand market footprint across diverse distribution channels.
• Drive Asset Under Management growth by fostering relationships.
• Conduct presentations and Investor Awareness Programs.

Skills

Capital market knowledge

Communication skills

Microsoft Office proficiency

Positive attitude

Self-motivated

NISM VA certification

Education

Graduate in any stream

MBA or CFA/CFP candidates preferred

Job description

As a Relationship Manager, you will be responsible for expanding DSPAM’s market footprint across diverse distribution channels. Your primary focus will be to drive Asset Under Management (AUM) growth by fostering high-value relationships with Banks, National Distributors (NDs), Independent Financial Advisors (IFAs), and Wealth Desks.

Objectives of the Role

• Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients
• Act as a dedicated partner to channel partners, providing them with timely market insights, product updates, and portfolio construction support.
• Focus on building "sticky" core assets through SIP/STP book building and ensuring high retention of existing AUM.
• Drive gross and net sales of Mutual Fund products by strategically managing channel partners
• Develop and maintain relationship with clients that will generate future sales and repeat business
• Conduct high-impact presentations and IAPs (Investor Awareness Programs) to educate partners and end-clients on DSPAM's investment philosophy.
• Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions.
• Execute the sales plans and meet the set targets

Skills Required

• Has capital market knowledge and relevant experience of the industry
• Must manage communication to convince within/outside the firm to accept proposals and programs where there is little interest in cooperating and participating.
• Working knowledge of Microsoft Office (Excel, Word, and Power Point)
• Positive attitude, self-motivated and confident
• NISM VA certified or can complete certification before joining

Years of Experience

• Candidate with 6 - 10 years of experience.

Qualification

• Graduate in any stream. MBA or CFA/CFP candidates will be given preference.