Relationship Manager IFA Sales For PMS & AIF Products

Intellectual Capital HR Consulting Pvt. Ltd.; Chandigarh; On-site; INR 1,000,000 - 1,200,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Relationship Manager for PMS and AIF sales in the B2B segment, with locations in Mumbai and Ahmedabad.

You will onboard mutual fund distributors and IFAs, manage ongoing partner relationships, and support joint client meetings with high-net-worth individuals to pitch PMS/AIF products. Candidates should have 4–8 years of B2B channel sales in the MFD space, strong knowledge of equity markets, AIF and PMS, and excellent consultative selling and

Qualifications

• Graduate or MBA in Finance or Marketing preferred.
• 4–8 years of B2B channel sales in MFD segment.
• Strong understanding of equity markets, AIF and PMS.

Responsibilities

• Partner Acquisition & Empanelment: onboard new B2B MFDs and IFAs.
• Partner Relationship Management: primary contact for MFDs.
• Joint Client Engagement: accompany meetings with HNIs to pitch PMS/AIF.
• Business & AUM Growth: drive revenue and market penetration in region.
• Product Training: train and motivate MFDs with sales tools.

Skills

Consultative selling

Relationship-building

Communication

Education

Graduate or MBA (Finance/Marketing)

Job description

Relationship Manager for PMS and AIF sales in the B2B segment(IFAs, and wealth management firms).

Budget 10-12 Lacs

Location - Mumbai & Ahmedabad

Key Roles & Responsibilities

• Partner Acquisition & Empanelment: Identify, prospect, and onboard new B2B Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs)
• Partner Relationship Management: Act as the primary point of contact for MFDs, keeping them updated on scheme performance and market trends.
• Joint Client Engagement: Support partners by accompanying them on joint meetings with High-Net-Worth and Ultra-HNIs to pitch PMS/AIF products.
• Business & AUM Growth: Execute sales strategies to drive revenue and maximize market penetration in assigned region.
• Product Training: Motivates MFDs to participate in knowledge sessions, product presentations, and training to equip MFDs with the right sales tools.

Desired Qualifications & Skills

• Education: Graduate or MBA preferred (Finance/Marketing)
• Experience: 4 to 8 years of B2B channel sales experience in MFD segment
• Product Knowledge: Strong understanding of equity markets,AIF and PMS
• Soft Skills: Excellent consultative selling, relationship-building, and communication skills.