09 Sep
|
Mantraa Advisory Service
|
Mumbai
09 Sep
Mantraa Advisory Service
Mumbai
Position: Relationship Manager Mutual Fund Distribution
Location: Mumbai
Experience: 3–8 Years
Department: Profyt (www.profyt.com)
Role Summary We are seeking a Relationship Manager to acquire, manage, and grow relationships with Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), and wealth partners. The role focuses on partner engagement, business development, SIP growth, and delivering an excellent partner experience.
Key Responsibilities
- Acquire and onboard MFDs/IFAs.
- Build strong partner relationships and drive activation.
- Increase SIP registrations, AUM, and revenue.
- Provide product, research, and platform support.
- Conduct partner meetings, training sessions, and investor awareness programs.
- Coordinate with operations and AMCs to resolve service issues.
- Track sales pipeline, partner performance, and business MIS.
- Ensure regulatory and compliance adherence.
Requirements
- 3–8 years of experience in Mutual Funds, Wealth, or Financial Services.
- Positive understanding of mutual funds, SIPs, and investment products.
- Strong relationship management and sales skills.
- AMFI certification preferred.
- Excellent communication and stakeholder management.
About Kissht Kissht is one of India’s leading listed fintech companies, making financial services simple, accessible, and technology-driven. Founded in 2016 by IIT/IIM alumni Ranvir Singh and Krishnan Vishwanathan, Kissht serves over 74.6 million registered users and 12.25 million customers across India. As part of its next phase of growth, Kissht is expanding into the Mutual Fund Distribution (MFD) business to build a technology-led investment platform that empowers customers, MFDs, IFAs, and wealth partners with seamless investing, research, and digital-first solutions.
📌 Relationship Manager (Mumbai)
🏢 Mantraa Advisory Service
📍 Mumbai