Senior Relationship Manager - Direct Sales

PPFAS Mutual Fund; Bengaluru; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

PPFAS Mutual Fund in Bengaluru seeks a senior HNI Relationship Manager to manage and deepen client relationships, prospect new HNIs, and deliver tailored investment solutions. You will lead regional growth, mentor a small team, and align branch strategies with PAN India expansion.

The role requires 10+ years in financial services with direct sales, strong relationship management, MBA and NISM certification, and fluency in Kannada and Hindi.

Qualifications

• 10+ years in the financial services industry with a focus on mutual funds and relationship management.
• Team management experience of at least 2 years.
• Proficient in Kannada and Hindi.

Responsibilities

• Manage and deepen relationships with existing HNI clients by offering comprehensive financial solutions.
• Identify client needs and provide customized advice on mutual funds, equity markets, and debt instruments.
• Act as a trusted advisor, ensuring high levels of client satisfaction and retention.
• Prospect and onboard new HNI clients through lead generation, networking, and referrals.
• Develop and implement strategies to grow the client base in South Mumbai.
• Drive sales of mutual fund products by communicating their benefits and aligning them with client goals.
• Manage sales and operations for the Mumbai region, aligning with organizational objectives.
• Stay updated on the latest mutual fund products, equity, and debt market trends.
• Educate clients on market opportunities and assist them in making informed investment decisions.
• Serve as a second-in-command, supporting decision-making and contributing to growth initiatives.

Skills

Relationship management

Direct sales

Team leadership

Negotiation

Education

MBA

NISM Certification

Graduate

Job description

Job Summary

This role will be responsible for managing and prospecting high-net-worth individual (HNI) clients, leveraging existing client relationships, and developing new business opportunities in the Bengaluru . The role involves building and maintaining a robust client portfolio while ensuring high levels of service and delivering tailored investment solutions. The position will also oversee the growth and development of branches in the region as well as PAN India .positioning the candidate as a key second-in-command within the organization

Job Description

• Manage and deepen relationships with existing HNI clients by offering comprehensive financial solutions.
• Identify client needs and provide customized advice on mutual fund products, equity markets, and debt instruments.
• Act as a trusted advisor, ensuring a high level of client satisfaction and retention.
• Prospect and onboard new HNI clients through lead generation, networking, and referrals.
• Develop and implement strategies to grow the client base in South Mumbai.
• Drive sales of mutual fund products by effectively communicating their benefits and aligning them with client goals.
• Manage sales and operations for the Mumbai region, ensuring alignment with organisational objectives.
• Stay updated on the latest mutual fund products, equity, and debt market trends.
• Educate clients on market opportunities and assist them in making informed investment decisions.
• Serve as a second-in-command, supporting decision-making and contributing to organizational growth initiatives.

Qualification & Experience

Minimum of 10 years in the financial services industry, with a strong focus on direct sales, mutual funds, and relationship management.

It’s a Team Managerial role at least 2 years of managing a small team will ideal

Graduate/ MBA & should be NISM Certified.

In-depth knowledge of mutual fund products, equity markets, and debt instruments.

Strong client acquisition and relationship management capabilities.

Exceptional communication, negotiation, and leadership skills.

Local Language Kannada & Hindi is must

Job Location

Bengaluru

CTC Bracket As per marketstandards