:

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 (Mumbai)
🏢 RECEX
📍 Mumbai