Relationship Manager- Mutual Fund

Bwise Solutions; Chennai District, Coimbatore District, Erode; On-site; INR 600,000 - 900,000; Full time

Job summary

Bwise Solutions is seeking a Relationship Manager in the Mutual Fund AMC space. You will develop and manage relationships with distributors, IFAs, banks and wealth managers, driving mutual fund business through the distribution network to achieve targets.

The role requires MBA/PGDM/Finance and strong B2B channel sales experience, plus excellent communication, presentation and negotiation skills. You will monitor AUM growth and coordinate with internal teams to onboard and service partners.

Qualifications

• MBA/PGDM/Finance or related degree.
• Experience in Mutual Funds, AMC, Wealth Management, Broking, Banking or BFSI.
• B2B sales / channel sales / distributor management experience.
• Strong knowledge of mutual fund products and investment concepts.
• Excellent relationship management and business development skills.
• Strong communication, presentation and negotiation skills.
• Ability to manage and develop a distributor/partner network.

Responsibilities

• Develop and manage relationships with distributors, IFAs, banks, and wealth managers.
• Drive mutual fund business through the assigned distribution network.
• Achieve monthly, quarterly and annual AUM/Sales targets.
• Promote AMC's mutual fund products and investment solutions to partners.
• Conduct distributor meetings, product updates, and market insights.
• Generate business through SIPs, lump-sum investments, and STP.
• Identify opportunities to increase AUM and distributor activation.
• Coordinate onboarding, transaction processing, and service requests with internal teams.
• Ensure compliance with SEBI/AMFI and company policies.

Skills

Channel sales

Distributor management

Mutual funds

Sales growth

Relationship building

Negotiation

Education

MBA/PGDM/Finance

Job description

JOB DESCRIPTION RELATIONSHIP MANAGER | MUTUAL FUND AMC

Position: Relationship Manager (RM)
Grade: JB11
Industry: Mutual Fund / Asset Management Company (AMC)
Function: Sales / Distribution

Key Responsibilities

• Develop and manage relationships with Distributors, IFAs, Banks, Wealth Managers and other distribution partners.
• Drive mutual fund business through the assigned distribution network.
• Achieve assigned monthly, quarterly and annual AUM / sales targets.
• Promote the AMC's mutual fund products and investment solutions to distribution partners.
• Conduct regular meetings with distributors and provide product updates, market insights and investment information.
• Generate business through SIP, lump-sum investments, systematic transfer plans and other mutual fund solutions.
• Identify opportunities to increase AUM, inflows and distributor activation.
• Build strong relationships with key partners and improve distributor engagement.
• Conduct product presentations, investor/distributor meets and training sessions when required.
• Monitor distributor-wise business performance, AUM and sales trends.
• Track market developments and competitor activity and share relevant insights with management.
• Coordinate with internal teams for onboarding, transaction processing, service requests and issue resolution.
• Ensure proper documentation and adherence to SEBI/AMFI and company compliance requirements.
• Maintain regular MIS, sales pipeline and AUM reports.
• Develop the assigned territory and identify new distribution opportunities.

Key Performance Areas

• AUM Growth
• Gross & Net Sales

  Candidate Profile

  • Graduate in any discipline; MBA/PGDM/Finance qualification preferred.
  • Experience in Mutual Funds / AMC / Wealth Management / Broking / Banking / BFSI.
  • Experience in B2B sales / channel sales / distributor management preferred.
  • Strong understanding of mutual fund products and investment concepts.
  • Good relationship management and business development skills.
  • Strong communication, presentation and negotiation skills.
  • Ability to manage and develop a network of distributors/partners.
  • Target