Senior Relationship Manager

3X4 Genetics; Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

DSPAM is seeking a Relationship Manager to expand our mutual fund distribution through Banks, NDs, IFAs and Wealth Desks. You will drive AUM growth by building strong partner relationships and delivering market insights, product updates, and portfolio construction support.

With 6–10 years in capital markets, you will lead SIP/STP driven growth, present at seminars, and ensure high retention of assets. MBA/CFA/CFP candidates are preferred; NISM VA certified or willing to obtain certification.

Qualifications

• Capital market knowledge and experience in the industry.
• Ability to persuasively communicate with internal and external stakeholders.
• NISM VA certification required or to be completed before joining.

Responsibilities

• Drive mutual fund sales through Banks, IFAs, NDs and direct clients.
• Act as a dedicated partner to channel partners with market insights, product updates, and portfolio construction support.
• Focus on building SIP/STP-driven assets and high retention of AUM.
• Drive gross and net sales by managing channel partners effectively.
• Develop and maintain client relationships to generate future sales and repeat business.
• Conduct investor awareness programs and high-impact presentations.
• Refer feedback and market activity to adapt strategies quickly.
• Execute the sales plans and meet targets.

Skills

Capital market knowledge

Communication

NISM VA certification

Education

Graduate

MBA or CFA/CFP preferred

Job description

As a Relationship Manager, you will be responsible for expanding DSPAM's market footprint across diverse distribution channels. Your primary focus will be to drive Asset Under Management (AUM) growth by fostering high-value relationships with Banks, National Distributors (NDs), Independent Financial Advisors (IFAs), and Wealth Desks.

Objectives of the Role

• Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients
• Act as a dedicated partner to channel partners, providing them with timely market insights, product updates, and portfolio construction support.
• Focus on building "sticky" core assets through SIP/STP book building and ensuring high retention of existing AUM.
• Drive gross and net sales of Mutual Fund products by strategically managing channel partners
• Develop and maintain relationship with clients that will generate future sales and repeat business
• Conduct high-impact presentations and IAPs (Investor Awareness Programs) to educate partners and end-clients on DSPAM's investment philosophy.
• Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions.
• Execute the sales plans and meet the set targets

Skills Required

• Has capital market knowledge and relevant experience of the industry
• Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating.
• NISM VA certified or can complete certification before joining

Years of Experience

Candidate with 6 - 10 years of experience.

Qualification

Graduate in any stream. MBA or CFA/CFP candidates will be given preference.