Relationship Manager-Kolkata

DSP Investment Managers Pvt Ltd; Kolkata District; Presencial; INR 800.000 - 1.200.000; Jornada completa

Descripción de la vacante

A leading investment management firm is seeking a Relationship Manager in Kolkata to drive Mutual Fund sales and strengthen relationships with large private banks and wealth managers. You will manage client engagements, track market trends, and ensure sales targets are met. The ideal candidate has over 5 years of experience in Mutual Fund Distribution Sales and strong knowledge of capital markets. NISM VA certification is required or must be obtained before joining.

Formación

• 5+ years in Mutual Fund Distribution Sales and proven experience with large private banks.
• NISM VA certification or willingness to obtain.

Responsabilidades

• Drive sales through Private Banks and Wealth Management desks.
• Build and manage relationships with senior fund managers and key influencers.
• Conduct client engagements to understand needs and provide product insights.
• Develop engagement plans for priority partners.
• Deliver consistent incremental net sales and build long-term assets.
• Track competitor activity and provide insights for decision-making.
• Execute sales plans and ensure compliance adherence.

Conocimientos

Capital markets knowledge

Influencing communication

Analytical approach

Relationship-building

Educación

Graduate/Post Graduate from a recognized institution

Descripción del empleo

About the Role

We are looking for a Relationship Manager to strengthen and scale our Mutual Fund distribution business across large private banks, leading wealth counters, and senior MF decision makers in the Kolkata region. This role is pivotal in expanding DSP’s footprint by building meaningful, revenue-driving relationships and delivering long-term asset growth.

Key Responsibilities

• Drive Mutual Fund sales through Private Banks, Wealth Management desks, National Distributors across the Kolkata territory.
• Build, deepen, and manage high-quality relationships with senior fund managers, channel heads, and key influencers.
• Conduct regular client engagements to understand requirements, provide product insights, and support portfolio discussions.
• Expand market share by developing high-conviction engagement plans for priority partners.
• Deliver consistent incremental net sales and help build robust long-term assets.
• Track competitor activity, gather market intelligence, and relay insights for strategic decision‑making.
• Execute territory sales plans, own revenue targets, and ensure timely reporting and compliance adherence.

Skills & Competencies

• Strong knowledge of capital markets, mutual funds, and distribution ecosystem.
• Ability to influence and communicate effectively with senior stakeholders internal and external.
• Strong analytical approach, problem‑solving mindset, and proactive relationship‑building ability.
• NISM VA certified or willingness to complete before joining.

Experience

• Minimum 5+ years in Mutual Fund Distribution Sales or Wealth/BFSI channels, with proven experience managing large private bank relationships.

Qualification

• Graduate/Post Graduate from a recognized institution.