Relationship Manager IFA Sales For PMS & AIF Products

Intellectual Capital HR Consulting Pvt. Ltd.; Khordha; 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.

The role focuses on onboarding Mutual Fund Distributors and IFAs, maintaining partner relationships, and supporting joint client engagements with High-Net-Worth individuals to promote PMS/AIF products. The incumbent will drive revenue, manage AUM growth, and conduct product training to empower partners with effective sales tools.

Qualifications

• 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.

Responsibilities

• Partner Acquisition & Empanelment: Identify, prospect, and onboard new B2B Mutual Fund Distributors (MFDs), IFAs.
• Partner Relationship Management: Primary contact for MFDs, update on scheme performance and trends.
• Joint Client Engagement: Support partners by joining joint meetings with HNIs to pitch PMS/AIF products.
• Business & AUM Growth: Execute sales strategies to drive revenue and market penetration in the region.
• Product Training: Motivate MFDs to participate in knowledge sessions and training.

Skills

Consultative selling

Relationship building

Communication skills

Equity markets knowledge

Education

Graduate or MBA in 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.