Relationship Manager

Veeyu HR; Nadia, Barasat, Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

Veeyu HR is seeking a dynamic sales professional to manage distributor relationships and directly serve HNI clients in the specified area. The role focuses on expanding mutual fund sales, identifying new IFAs, and developing strategic plans to grow market presence.

The ideal candidate will have 4–6 years of selling experience, strong communication skills, and a solid understanding of mutual funds and capital markets. A proactive, target-driven mindset will be appreciated.

Qualifications

• MBA/PGDM in Finance or Marketing.
• Strong communication and presentation skills.
• Experience in Mutual Fund Sales.
• Knowledge of Capital Markets.
• Self-driven and target oriented.

Responsibilities

• Engage with distributors (IFAs, Banks, NDs) to drive sales.
• Directly sell to high-net-worth customers in the area.
• Identify and empanel new IFAs in the region.
• Plan and implement business strategies to grow sales and expand the territory.
• Strengthen distributor relationships and deepen activity with non-active distributors.
• Support branch IR & DS activities with staff and trainees.

Skills

Communication skills

Client engagement

Sales experience

Mutual funds knowledge

Capital markets knowledge

Education

MBA/PGDM – Finance or Marketing

Job description

Role & responsibilities :

Job Role

• Engaging with distributors (IFA / Banks / NDs) to garner sales.
• Manage direct selling to cater to the HNI customers in the area.
• Leverage on market opportunities and develop new client relationships and accounts
• Identify & empanel new IFA in the area.
• Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion
• Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors
• Handle branch IR & DS activities with the help of office staff / trainee
• Relationship management and brand building exercises that enhance visibility and goodwill

Job Requirements

• 4-6 years of relevant selling experience.
• Proven track record of client value creation
• Exemplary communication and client engagement skills
• Domain knowledge of investments / mutual funds necessary.

Educational Qualifications

• MBA/PGDM – Finance and/or Marketing
• The candidate must have good communication & presentation skills.
• The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products.
• The ideal candidates should have knowledge of Capital Markets & value creation for clients.
• Self-starter, proactive & target oriented behaviour will be appreciated.