Relationship Manager IFA Sales For PMS & AIF Products

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Relationship Manager for PMS and AIF sales in the B2B segment, targeting IFAs and wealth management firms. Location includes Mumbai and Ahmedabad, with a budget of 10-12 Lacs.

The role focuses on partner acquisition, relationship management, joint client engagements with High-Net-Worth individuals, driving AUM growth, and training MFDs for effective PMS/AIF selling.

Qualifications

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

Responsibilities

• Partner Acquisition & Empanelment: onboard new B2B MFDs and IFAs.
• Partner Relationship Management: be primary contact for MFDs and share market trends.
• Joint Client Engagement: support partners in meetings with HNWIs to pitch PMS/AIF.
• Business & AUM Growth: drive revenue and market penetration in the region.
• Product Training: conduct training to equip MFDs with sales tools.

Skills

Consultative selling

Relationship building

Communication

Equity markets

AIF knowledge

PMS knowledge

B2B channel sales

Education

Graduate/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.