Relationship Manager IFA Sales For PMS & AIF Products

Intellectual Capital HR Consulting Pvt. Ltd.; Hyderabad; Presencial; INR 1.000.000 - 1.200.000; Jornada completa

Descripción de la vacante

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Relationship Manager for PMS and AIF sales in the B2B segment, focusing on Mumbai & Ahmedabad. The role involves onboarding MFDs/IFAs, managing partner relationships, and supporting joint meetings with HNIs to pitch PMS/AIF products.

The ideal candidate has 4–8 years of B2B channel sales experience, with strong knowledge of equity markets, AIF, and PMS, combined with excellent consultative selling and communication skills.

Formación

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

Responsabilidades

• Partner Acquisition & Empanelment: Identify, prospect, and onboard new B2B Mutual Fund Distributors (MFDs), 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: Motivate MFDs to participate in knowledge sessions, product presentations, and training to equip MFDs with the right sales tools.

Conocimientos

Consultative selling

Relationship management

Communication skills

Product knowledge: equity, AIF, PMS

Educación

Graduate or MBA in Finance/Marketing

Descripción del empleo

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.