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
Distributor Relationship Management
Manage a mapped set of MFDs across locations
Build robust 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
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
Activation & Coverage
Activate dormant distributors and increase productivity of existing partners
Improve SIP book and transaction frequency
Ensure regular contact with mapped distributors
Campaign & Initiative Execution
Drive participation in Distributor Success initiatives & growth marketing
Promote digital platforms, tools, and investor solutions
Support special initiatives for emerging distributors
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
Positive understanding of Mutual Funds / Financial Products preferred
Robust communication and convincing skills
Comfortable with phone-based / virtual selling
NISM VA certification