Virtual Relationship Manager-Mumbai

DSP Investment Managers Pvt Ltd; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

A financial services company is seeking a Virtual Relationship Manager to manage and grow relationships with Mutual Fund Distributors in Mumbai. The role involves driving business growth through virtual engagement, supporting distributor productivity, and ensuring consistent communication. Ideal candidates will have 1–4 years of experience in Mutual Funds or Relationship Management, strong communication skills, and NISM VA certification. Join the team to help enhance distributor engagement and service delivery.

Qualifications

• 1–4 years of experience in Mutual Fund / BFSI / Inside Sales / Relationship Management.
• Good understanding of Mutual Funds / Financial Products preferred.

Responsibilities

• Manage relationships with Mutual Fund Distributors (MFDs) through virtual engagement.
• Drive SIP registrations and increase share of business with mapped distributors.
• Activate dormant distributors and improve productivity of existing partners.
• Drive participation in Distributor Success initiatives.

Skills

Strong communication skills

Convincing skills

Comfortable with phone-based selling

Education

NISM VA certification

Job description

Virtual Relationship Manager (VRM), DSP Mutual Fund

Role Title:

Virtual Relationship Manager – Distributor Channel

Location:

Mumbai

Role Purpose:

The Virtual Relationship Manager (VRM) will be responsible for managing and growing relationships with Mutual Fund Distributors (MFDs) through virtual engagement. The role focuses on increasing AUM, driving SIP flows, improving activation, and enhancing distributor productivity through consistent communication, product support, and service coordination.

This role plays a critical part in expanding reach in the emerging distributor segment through structured engagement and scalable coverage.

Key Responsibilities

1. Distributor Relationship Management

• Manage a mapped set of MFDs across locations
• Build strong engagement through regular calls, virtual meetings, and follow-ups
• Understand distributor business and identify growth opportunities
• Resolve distributor queries in coordination with operations / service team

2. Business Development

• Drive SIP registrations, gross sales, and net inflows
• Increase share of business with mapped distributors
• Support cross-sell across Equity, Hybrid, Passive, and Fixed Income products

3. Activation & Coverage

• Activate dormant distributors and increase productivity of existing partners
• Improve SIP book and transaction frequency
• Ensure regular contact with mapped distributors

4. Campaign & Initiative Execution

• Drive participation in Distributor Success initiatives & growth marketing
• Promote digital platforms, tools, and investor solutions
• Support special initiatives for emerging distributors

5. Reporting & Discipline

• Maintain call reports, activity tracker, and pipeline updates
• Track AUM, SIP, and sales data for mapped partners
• Follow defined engagement cadence

Desired Candidate Profile

• 1–4 years of experience in Mutual Fund / BFSI / Inside Sales / Relationship Management
• Good understanding of Mutual Funds / Financial Products preferred
• Strong communication and convincing skills
• Comfortable with phone-based / virtual selling
• NISM VA certification