Relationship Manager

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May 31, 2026 Oct 18, 2026 5 views

Discussion

dspim Relationship Manager

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Discussion

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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