Relationship Manager- Distribution Sales (New Delhi / Gurugram)

PPFAS Mutual Fund; New Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

PPFAS Mutual Fund in New Delhi / Gurugram invites a results-driven Relationship Manager to join our distribution sales team. You will cultivate partnerships with wealth managers, private banking RMs, and financial advisors to drive mutual fund sales and expand assets under management in Delhi NCR.

Key responsibilities include promoting fund products, providing product training, and delivering market insights while coordinating with marketing, operations, and compliance to support partner needs.

Qualifications

• Total experience 2-5 years in relevant roles.
• Graduation is required and NISM VA certification.
• MBA, CFA, CFP are preferred qualifications.

Responsibilities

• Relationship Management: build and maintain relationships with wealth managers, private banking RMs, and independent advisors.
• Sales & Business Development: drive mutual fund AUM growth and identify cross-selling opportunities.
• Product Advisory & Training: provide product knowledge sessions and market insights to partners.
• Strategic Account Management: develop partner account plans and coordinate with internal teams.

Job description

Job Summary

We are seeking a enthusiastic, energetic relationship manager to join our distribution sales team at New Delhi/Gurugram. The Relationship Manager will be responsible for managing and deepening relationships with wealth managers, private banking relationship managers, and investment advisors to drive mutual fund sales and increase assets under management (AUM). This role requires a strong understanding of financial markets, mutual fund products, and the ability to influence and enable partners to deliver investment solutions to their clients. This role is key to ensuring deeper engagement and meaningful sales presence for our organization in Delhi NCR.

Job Description

• Relationship Management: Build and maintain strong relationships with key stakeholders such as wealth managers, private banking RMs, and independent financial advisors. Act as the primary point of contact for these partners, ensuring smooth communication and trust.
• Sales & Business Development: Drive AUM (Assets Under Management) growth by promoting the company’s mutual fund products. Identify cross-selling and upselling opportunities within partner networks.
• Product Advisory & Training: Provide product knowledge sessions and training to wealth managers and advisors. Share insights on market outlook, fund performance, and investment strategies.
• Strategic Account Management: Develop account plans for key partners to maximize engagement and revenue. Collaborate with internal teams (marketing, operations, compliance) to support partner needs.
• Marketing & Engagement: Share marketing collateral, research reports, and thought leadership content.
• Compliance & Risk Management: Ensure all sales and advisory activities comply with regulatory guidelines (SEBI, AMFI).
• Feedback & Market Intelligence: Gather feedback from partners on product performance and service quality. Share market trends and competitor insights with internal teams to refine offerings.

Qualification & Experience

Total Experience: 2- 5 years relevant experience

Qualification Required: Minimum Graduation and NISM VA Certified

Preferred: MBA, CFA, CFP

Job Location: New Delhi / Gurugram