Relationship Manager

DSP Asset Managers Pvt. Ltd.; Kolkata; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading asset management firm is seeking a Relationship Manager based in Kolkata to drive mutual fund sales through private banks and wealth management desks. The role focuses on building strong relationships with senior fund managers and providing insights that drive revenue growth. Ideal candidates will have over 5 years of experience in mutual fund distribution or BFSI channels, along with a strong understanding of capital markets. NISM VA certification is preferred or required prior to joining.

Qualifications

• 5+ years in Mutual Fund Distribution Sales or Wealth/BFSI channels.
• Experience managing large private bank relationships.
• Proven track record in sales and market engagement.

Responsibilities

• Drive Mutual Fund sales through Private Banks and Wealth Management desks.
• Build and manage relationships with senior fund managers and key influencers.
• Conduct client engagements for product insights and support.

Skills

Knowledge of capital markets

Influencing senior stakeholders

Analytical abilities

Relationship-building

Education

Graduate/Post Graduate from a recognized institution

Tools

NISM VA certification

Job description

About the Role

We are looking for a Relationship Manager to strengthen and scale our Mutual Fund distribution business across large private banks, leading wealth counters, and senior MF decision makers in the Kolkata region. This role is pivotal in expanding DSP’s footprint by building meaningful, revenue-driving relationships and delivering long‑term asset growth.

Key Responsibilities

• Drive Mutual Fund sales through Private Banks, Wealth Management desks, National Distributors across the Kolkata territory.
• Build, deepen, and manage high‑quality relationships with senior fund managers, channel heads, and key influencers.
• Conduct regular client engagements to understand requirements, provide product insights, and support portfolio discussions.
• Expand market share by developing high‑conviction engagement plans for priority partners.
• Deliver consistent incremental net sales and help build robust long‑term assets.
• Track competitor activity, gather market intelligence, and relay insights for strategic decision‑making.
• Execute territory sales plans, own revenue targets, and ensure timely reporting and compliance adherence.

Skills & Competencies

• Strong knowledge of capital markets, mutual funds, and distribution ecosystem.
• Ability to influence and communicate effectively with senior stakeholders internal and external.
• Strong analytical approach, problem‑solving mindset, and proactive relationship‑building ability.
• NISM VA certified or willingness to complete before joining.

Experience

• Minimum 5+ years in Mutual Fund Distribution Sales or Wealth/BFSI channels, with proven experience managing large private bank relationships.

Qualification

• Graduate/Post Graduate from a recognized institution.