Relationship Manager - MFDs

Tata Asset Management; Ernakulam; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Tata Asset Management Pvt. Ltd. in India invites an experienced Relationship Manager Retail to oversee the MFD segment. The role focuses on managing mapped distributors, driving sales and activation, and expanding the distributor network in the local market.

You will work closely with Sales, Investor Services and support teams to achieve gross and net sales targets across mutual funds, PMS, and AIF, while maintaining regulatory compliance and a strong brand presence.

Qualifications

• Graduate or postgraduate with finance emphasis preferred.
• Experience in distributor/MFD sales in local market.
• Proven ability to build relationships and manage partners.

Responsibilities

• Achieve sales targets across mutual funds, PMS and AIF in the assigned territory.
• Activate distributors and increase product applications and volume.
• Identify and empanel prospective MFD distributors and ARNs.
• Engage mapped relationships to strengthen brand recall.
• Follow defined sales process and timely reporting.
• Use data and market intelligence for sharper targeting.
• Stay updated on product positioning and fund house views.
• Liaise with sales-support and investor services for timely responses.
• Handle day-to-day office work and MIS.
• Ensure all external communications are compliant and accurate.
• Represent Tata Asset Management in the area and uphold the company's image.
• Take on any other duties as assigned.

Skills

Relationship building

Networking

Communication skills

Adaptability

Multi-tasking

Market insights

Client engagement

Sales orientation

Education

Graduate/Postgraduate in Finance or related

Job description

Tata Asset Management Pvt. Limited

Position: Relationship Manager : MFD Segment

Position Title: Relationship Manager Retail

Department: Sales

Channel: Retail (MFD)

About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation.

Key Responsibilities:

1. Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF.
2. Activate distribution partners and increase productivity in terms of no. of applications and volume.
3. Identify prospective distribution partners (MFDs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month.
4. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand.
5. Adhere to the defined sales process and reporting requirements.
6. Use internal and external data for sharper focus and market intelligence.
7. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.
8. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements.
9. Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS.
10. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements.
11. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner.
12. Any other Job as assigned by the management from time to time

Behavioral Competencies

1. Effective Interpersonal skills
2. Strong Communication skills
3. Adaptability
4. Effective Relationship building

Role Specific Competencies

1. Effective networking skill
2. Self-Starter and Ability to work on multiple tasks simultaneously
3. Quick learning Ability
4. Always updated with latest information on products
5. Strong memory to recall product information
6. Ability to gauge the clients interest and orientation, and to pitch for suitable products
7. Keen interest in markets
8. Ability to come up with insightful information during the client discussion

Minimum Qualification: Graduate/Postgraduate. Preferably in Finance.

Work Experience: At least 4-6 years of relevant experience in local market in managing the distributors MFDs.