Relationship Manager IFA Sales For PMS & AIF Products

Intellectual Capital HR Consulting Pvt. Ltd.; Nagpur District; 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 channel, covering IFAs and wealth firms. The role focuses on onboarding MFDs, managing relationships, and driving revenue in Mumbai and Ahmedabad.

The candidate should have 4–8 years of B2B channel sales experience, with strong knowledge of equity markets, AIF, and PMS. Excellent communication and consultative selling skills are essential.

Qualifications

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

Responsibilities

• Identify, prospect, and onboard new B2B MFDs and IFAs.
• Act as the primary contact for MFDs, sharing scheme performance insights and market trends.
• Support partners by joining joint meetings with HNIs to pitch PMS/AIF products.
• Execute sales strategies to drive revenue and market penetration in the region.
• Motivate MFDs through training, product presentations, and knowledge sessions.

Skills

Consultative selling

Relationship-building

Communication

B2B channel sales

Education

Graduate

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.