Relationship Manager for PMS and AIF sales in the B2B segment(IFAs, and wealth management firms).

Budget 10-12 Lacs

Location – Mumbai & Ahmedabad

Key Roles & Responsibilities
- Partner Acquisition & Empanelment: Identify, prospect, and onboard current B2B Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs)
- Partner Relationship Management: Act as the primary point of contact for MFDs, keeping them updated on scheme performance and market trends.
- Joint Client Engagement: Support partners by accompanying them on joint meetings with High-Net-Worth and Ultra-HNIs to pitch PMS/AIF products.
- Business & AUM Growth: Execute sales strategies to drive revenue and maximize market penetration in assigned region.
- Product Training: Motivates MFDs to participate in knowledge sessions, product presentations, and training to equip MFDs with the right sales tools.

Desired Qualifications & Skills
- Education: Graduate or MBA preferred (Finance/Marketing)
- Experience: 4 to 8 years of B2B channel sales experience in MFD segment
- Product Knowledge: Strong understanding of equity markets,AIF and PMS
- Soft Skills: Excellent consultative selling, relationship-building, and communication skills.

📌 Relationship Manager IFA Sales For PMS (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai