Relationship Manager IFA Sales For PMS & AIF Products

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Relationship Manager to drive PMS and AIF sales in the B2B segment across Mumbai and Ahmedabad, engaging IFAs and wealth management firms to onboard partners and grow assets.

You will manage partner relationships, support joint client meetings with HNIs, and implement sales strategies to expand AUM. AFinance/Marketing background and 4–8 years of B2B channel sales experience are preferred.

Qualifications

• Graduate or MBA in Finance/Marketing.
• 4–8 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: 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.

Skills

Consultative selling

Relationship building

Communication

Product knowledge

Equity markets

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.