Relationship Manager (Private Wealth counter)

3X4 Genetics; Bengaluru; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

DSP Mutual Fund seeks a Relationship Manager for the Private Wealth channel in Bangalore. You will own and grow the mutual fund business, engaging with private banks, wealth teams and family offices to become their preferred AMC partner.

You will train partners, share market updates, review portfolios, and drive net sales while ensuring highest compliance standards. 5–7 years of relevant experience is required.

Qualifications

• 5-7 years in Private Wealth / PMS / family office distribution with established Bangalore network.
• Background with a private bank, wealth management firm, PMS provider, or family office.
• Strong mutual fund, PMS/AIF constructs, and capital markets knowledge.
• Proven ability to win mindshare with private bankers and wealth RMs.
• Excellent relationship-management and stakeholder communication with HNI/UHNI teams.

Responsibilities

• Own and grow DSP's mutual fund business in the Bangalore Private Wealth channel across banks, firms and offices.
• Build relationships with private bankers, wealth RMs and family office desks as the go-to AMC partner.
• Run engagement programs: product trainings, market updates and portfolio reviews.
• Drive incremental net sales and grow AUM across assigned private wealth relationships.
• Track partner performance and identify white-space opportunities in Bangalore market.
• Provide market intelligence and feedback to regional/category teams; uphold compliance.

Skills

Private Wealth experience

Relationship management

Mutual funds knowledge

Market knowledge

Stakeholder communication

MS Office

Education

NISM Series V-A certification

Tools

MS Office

Job description

Relationship Manager (Private Wealth counter)

DSP MUTUAL FUND

Relationship Manager – Private Wealth Channel

GRADE Manager

EXPERIENCE 5-7 Years

CHANNEL Private Wealth

ABOUT THE ROLE

DSP Mutual Fund is looking for a driven Relationship Manager to own and grow our Private Wealth distribution business in Bangalore. This is a high-visibility, relationship-first role for someone who has operated inside the private wealth ecosystem and can bring that network, credibility, and market feel to represent DSP with private bankers, wealth teams, and family offices.

WHAT YOU'LL DO

• Own and grow DSP's Mutual Fund business across the Private Wealth channel in Bangalore, spanning private banks, wealth management firms, and family offices
• Build and deepen relationships with private bankers, wealth RMs, and family office desks to become their go-to AMC partner for HNI/UHNI portfolios
• Run regular engagement - product training, market updates, portfolio reviews - that keeps DSP top-of-mind with wealth partners
• Drive incremental net sales and grow AUM across your assigned private wealth relationships
• Track partner-wise performance and spot white-space opportunities across the Bangalore private wealth market
• Bring market intelligence and partner feedback back to the regional and category teams
• Uphold the highest standards of compliance and sales conduct in every channel interaction

WHAT WE'RE LOOKING FOR

• 5-7 years of experience in Private Wealth / PMS / family office distribution, with strong, established relationships across the Bangalore private wealth market
• Prior background working with a private bank, wealth management firm, PMS provider, or family office - comfortable operating in a high-touch, high-ticket relationship environment
• Strong grasp of mutual fund products, PMS/AIF constructs, and capital markets
• A track record of winning mindshare with private bankers and wealth RMs who have multiple AMC and product options on their shelf
• Sharp relationship-management instincts and confident stakeholder communication with HNI/UHNI-facing teams
• Self-starter energy - comfortable owning a market and driving it independently
• Working knowledge of MS Office (Excel, Word, PowerPoint)
• NISM Series V-A certified, or willing to complete certification before joining