Relationship Manager – Wealth (NCD Distribution Pod)

Prachay Group; Pune District; On-site; INR 600,000 - 1,100,000; Full time

Job summary

Prachay Group is seeking a dynamic Partner Relationship Manager to lead an assigned POD of IFAs, MFDs and RIAs in Pune. You will build strong channel partnerships, drive NCD sales, onboard new partners and educate clients on fixed-income products while ensuring compliance and timely support.

Plan engagement initiatives, monitor market trends, and share insights with leadership to identify growth opportunities within the geography and strengthen distribution performance.

Qualifications

• Graduate or postgraduate in Finance or related field.
• AMFI/NISM Certification would be an added advantage.
• Excellent relationship, sales and negotiation skills.

Responsibilities

• Manage and grow an assigned Partner POD comprising IFAs, MFDs, and RIAs.
• Build strong, long-term relationships with channel partners.
• Drive NCD sales through the partner network and meet targets.
• Onboard and activate new IFAs, MFDs, and RIAs to expand distribution.
• Educate partners and clients on NCDs and fixed-income products.
• Plan and execute partner engagement initiatives and events.
• Monitor market trends and share insights with leadership.
• Ensure regulatory compliance and timely partner support.

Skills

Relationship management

Partner networking

Sales and negotiation

Presentation and communication

Business development

Analytics and problem solving

Education

Graduate/Postgraduate in Finance or related field

AMFI/NISM Certification (added advantage)

Job description

• Manage and grow an assigned Partner POD comprising Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), and Registered Investment Advisors (RIAs).
• Build strong, long-term relationships with channel partners to drive engagement, trust, and retention.
• Act as the primary point of contact for partners within the assigned POD and ensure seamless communication.
• Conduct regular partner meetings to understand business opportunities and address partner requirements.
• NCD Sales & Business Development
• Drive sales of Non-Convertible Debentures (NCDs) through the assigned partner network and achieve revenue targets.
• Identify, onboard, and activate new IFAs, MFDs, and RIAs to expand the distribution network.
• Develop and execute strategies to increase partner productivity and business contribution.
• Collaborate with partners to identify new investment opportunities for their clients.
• Educate partners and their clients on NCD products, fixed-income instruments, product features, benefits, and associated risks.
• Deliver product presentations, investment discussions, and market updates to improve partner knowledge.
• Assist partners in positioning fixed-income products effectively based on investor requirements.
• Ensure partners are updated on new product launches, market developments, and regulatory changes.
• POD Engagement & Growth
• Plan and execute partner engagement initiatives including webinars, workshops, investor awareness programs, and product sessions.
• Drive consistent engagement activities to strengthen relationships and improve partner loyalty.
• Monitor market trends, competitor activities, and fixed-income investment opportunities.
• Share market insights and partner feedback with leadership to support product and business strategies.
• Identify growth opportunities within the assigned geography and partner ecosystem.
• Support marketing and business development initiatives aimed at increasing NCD penetration within the assigned POD.
• Identify opportunities to improve partner experience and enhance business outcomes.
• Compliance & Relationship Support
• Maintain accurate records of partner interactions, leads, transactions, and business activities.
• Ensure all sales and distribution activities comply with regulatory and internal compliance requirements.
• Coordinate with internal teams to ensure timely execution of transactions and efficient partner support.
• Resolve partner queries promptly and ensure a superior service experience.
• Market Intelligence & Business Insights
• Monitor market trends, competitor activities, and fixed-income investment opportunities.
• Share market insights and partner feedback with leadership to support product and business strategies.
• Identify growth opportunities within the assigned geography and partner ecosystem.
• Prepare periodic MIS reports and business performance updates for management review.

Job Description

• Partner Relationship Management
• Manage and grow an assigned Partner POD comprising Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), and Registered Investment Advisors (RIAs).
• Build strong, long-term relationships with channel partners to drive engagement, trust, and retention.
• Act as the primary point of contact for partners within the assigned POD and ensure seamless communication.
• Conduct regular partner meetings to understand business opportunities and address partner requirements.
• NCD Sales & Business Development
• Drive sales of Non-Convertible Debentures (NCDs) through the assigned partner network and achieve revenue targets.
• Identify, onboard, and activate new IFAs, MFDs, and RIAs to expand the distribution network.
• Develop and execute strategies to increase partner productivity and business contribution.
• Collaborate with partners to identify new investment opportunities for their clients.
• Partner Education & Product Advisory
• Educate partners and their clients on NCD products, fixed-income instruments, product features, benefits, and associated risks.
• Deliver product presentations, investment discussions, and market updates to improve partner knowledge.
• Assist partners in positioning fixed-income products effectively based on investor requirements.
• Ensure partners are updated on new product launches, market developments, and regulatory changes.
• POD Engagement & Growth
  • Plan and execute partner engagement initiatives including webinars, workshops, investor awareness programs, and product sessions.
  • Drive consistent engagement activities to strengthen relationships and improve partner loyalty.
  • Monitor market trends, competitor activities, and fixed-income investment opportunities.
  • Share market insights and partner feedback with leadership to support product and business strategies.
  • Identify growth opportunities within the assigned geography and partner ecosystem.
  • Support marketing and business development initiatives aimed at
    • increasing NCD penetration within the assigned POD.
    • Identify opportunities to improve partner experience and enhance business outcomes.
• Compliance & Relationship Support
• Maintain accurate records of partner interactions, leads, transactions, and business activities.
• Ensure all sales and distribution activities comply with regulatory and internal compliance requirements.
• Coordinate with internal teams to ensure timely execution of transactions and efficient partner support.
• Resolve partner queries promptly and ensure a superior service experience.
• Market Intelligence & Business Insights
• Monitor market trends, competitor activities, and fixed-income investment opportunities.
• Share market insights and partner feedback with leadership to support product and business strategies.
• Identify growth opportunities within the assigned geography and partner ecosystem.
• Prepare periodic MIS reports and business performance updates for management review.

Skills And Knowledge

• Strong relationship management and networking skills.
• Proven experience in managing IFA, MFD, and RIA partner networks.
• Sound knowledge of Non-Convertible Debentures (NCDs) and fixed-income investment products.
• Excellent sales, negotiation, presentation, and communication skills.
• Strong business development and partner acquisition capabilities.
• Target-oriented, self-driven, and result-focused.
• High level of ownership, integrity, and customer-centric approach.
• Ability to work independently while collaborating effectively within a POD structure.
• Good analytical and problem-solving skills.

Educational Qualification

Graduate/Postgraduate in Finance, Business Administration or related field. AMFI/NISM Certification would be an added advantage.