Job Description:

Relationship Manager for PMS and AIF sales in the B2B segment (IFAs, and wealth
management firms).
Budget – 10-12 Lacs
Location – Mumbai & Ahmedabad
Vacancy – 2 post (one for each location)
Key Roles & Responsibilities
• Partner Acquisition & Empanelment: Identify, prospect, and onboard new 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: Robust understanding of equity markets,AIF and PMS
• Soft Skills: Excellent consultative selling, relationship-building, and communication skills.

📌 RM- PMS & AIF sales (India)
🏢 RECEX
📍 India