Senior - Relationship Manager- Distribution Sales

Ppfas Asset Management; Hyderabad; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Ppfas Asset Management in Hyderabad seeks an experienced Relationship Manager to manage and deepen ties with wealth managers, private banking RMs, and financial advisors, driving mutual fund sales and increasing AUM. You will influence partners to deliver investment solutions and coordinate with internal teams to meet partner needs.

The role requires 10+ years total experience, 3+ years in team leadership, and strong communication. Graduation is required; MBA/CFA/CFP/NISM VA preferred.

Qualifications

• 10+ years total experience
• Team handling experience of 3+ years
• Strong communication skills
• Knowledge of market, investment products and relationships with wealth managers, private banking RMs, and independent advisors

Responsibilities

• Build and maintain relationships with wealth managers, private banking RMs, and independent financial advisors.
• Promote mutual fund products to drive AUM growth and cross-sell opportunities.
• Provide product knowledge sessions and market insights to partners.
• Develop account plans for key partners and coordinate with marketing, operations, and compliance.
• Share marketing collateral, research, and thought leadership with partners.
• Ensure compliance with SEBI, AMFI guidelines in all activities.
• Gather feedback and market intelligence from partners to guide offerings.

Skills

Relationship Management

Sales Planning & Execution

Analytical Skills

Collaboration / Team Work

Strong Communication

Education

Graduation (minimum)

MBA / CFA / CFP / NISM VA preferred

Job description

Job Summary

We are seeking a enthusiastic , energetic relationship manager to join our distribution sales team at Hyderabad The Relationship Manager will be responsible for managing and deepening relationships with wealth managers, private banking relationship managers, and investment advisors to drive mutual fund sales and increase assets under management (AUM). This role requires a strong understanding of financial markets, mutual fund products, and the ability to influence and enable partners to deliver investment solutions to their clients. This role is key to ensuring deeper engagement and meaningful sales presence for our organisation in Hyderabad

Job Description

• 1. Relationship Management Build and maintain strong relationships with key stakeholders such as wealth managers, private banking RMs, and independent financial advisors. Act as the primary point of contact for these partners, ensuring smooth communication and trust.
• 2. Sales Business Development Drive AUM (Assets Under Management) growth by promoting the company s mutual fund products. Identify cross-selling and upselling opportunities within partner networks.
• 3. Product Advisory Training Provide product knowledge sessions and training to wealth managers and advisors. Share insights on market outlook, fund performance, and investment strategies.
• 4. Strategic Account Management Develop account plans for key partners to maximise engagement and revenue. Collaborate with internal teams (marketing, operations, compliance) to support partner needs.
• 5. Marketing Engagement Share marketing collateral, research reports, and thought leadership content.
• 6. Compliance Risk Management Ensure all sales and advisory activities comply with regulatory guidelines (SEBI, AMFI).
• 7. Feedback Market Intelligence Gather feedback from partners on product performance and service quality. Share market trends and competitor insights with internal teams to refine offerings

Qualification Experience

Total Experience of 10+ years and team handling experience for 3+ years Strong communication skills

• - Knowledge of the market, industry and investment products
• - Relationship Management
• - Sales Planning Execution
• - Analytical Skills
• - Collaboration Team work

Required: Graduation at least

Preferred: MBA, CFA, CFP, NISM VA

Job Location

Hyderabad

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