Relationship Manager IFA Sales For PMS & AIF Products

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is hiring a Relationship Manager for PMS and AIF sales in a B2B setting. The role focuses on onboarding MFDs and IFAs, managing partner relationships, and driving joint client engagements with HNWIs to promote PMS and AIF products.

The position targets 4–8 years of B2B channel sales experience in the MFD segment, with a preference for MBA graduates in Finance or Marketing. Location involves Mumbai and Ahmedabad, with a budget of 10–12 Lacs.

Qualifications

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

Responsibilities

• Identify, prospect, and onboard new B2B Mutual Fund Distributors (MFDs) and IFAs.
• Serve as the primary contact for MFDs and update them on scheme performance and market trends.
• Support partners with joint meetings with High-Net-Worth and Ultra-HNIs to pitch PMS/AIF products.
• Drive revenue and market penetration through targeted sales strategies in the assigned region.
• Motivate MFDs through product training sessions and knowledge sharing.

Skills

Consultative selling

Relationship-building

Communication skills

Equity markets knowledge

AIF and PMS knowledge

Education

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.