Relationship Manager

Open 56d

The RM will be responsible for driving Mutual Fund sales through National Distributors (NDs), Key Relationships (KRs), and Independent Financial Advisors (IFAs). The role requires strong relationship-building, market knowledge, and the ability to deliver consistent sales growth and market share for DSP.

What is the roles objective?

• Drive mutual fund sales across NDs, KRs, and IFAs

• Build and maintain client and channel partner relationships to increase market share

• Conduct client/associate meetings to understand needs and provide relevant feedback internally

• Develop long-term assets through incremental net sales and repeat business

• Share timely insights on client feedback and competitor activities to enable quick responses

• Execute sales strategies effectively and achieve assigned targets

What skills do you need to possess?

• Strong knowledge of capital markets and mutual fund industry

• Effective communication and influencing skills

• Ability to manage stakeholder alignment both within and outside the firm

• Proficiency in Microsoft Office (Excel, Word, PowerPoint)

• Positive attitude, self-motivated, and confident

• NISM VA certification (or ability to complete before joining)

What is the prior experience expected?

• 7-10 years of relevant experience in mutual fund sales or distribution

What qualification you should have?

• Postgraduate degree (MBA/Finance specialization preferred)

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Relationship Manager

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