Relationship Manager IFA Sales For PMS & AIF Products

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Relationship Manager to drive PMS and AIF sales in a B2B setup with MFDs and IFAs across Mumbai and Ahmedabad.

You will onboard partners and manage ongoing relationships, supporting joint client meetings with high-net-worth clients. You will implement sales strategies to grow revenue and AUM, deliver product trainings, and keep distributors informed about market trends.

Qualifications

• Graduate or MBA preferred (Finance/Marketing).
• 4–8 years of B2B channel sales experience in MFD segment.
• Strong understanding of equity markets, AIF and PMS.
• Excellent consultative selling and relationship skills.

Responsibilities

• Identify, prospect, and onboard B2B MFDs and IFAs.
• Primary contact for MFDs; share scheme performance and market trends.
• Support joint client meetings with HNIs to pitch PMS/AIF.
• Drive revenue and market penetration in the assigned region.
• Conduct product trainings and knowledge sessions for MFDs.

Skills

MFD sales

B2B channel sales

Relationship management

Consultative selling

Education

MBA (Finance/Marketing)

Graduate

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.