RELATIONSHIP MANAGER | MUTUAL FUND AMC

Position: Relationship Manager (RM)

Grade: JB11

Industry: Mutual Fund / Asset Management Company (AMC)

Function: Sales / Distribution

Key Responsibilities

- Develop and manage relationships with Distributors, IFAs, Banks, Wealth Managers and other distribution partners.
- Drive mutual fund business through the assigned distribution network.
- Achieve assigned monthly, quarterly and annual AUM / sales targets.
- Promote the AMC's mutual fund products and investment solutions to distribution partners.
- Conduct regular meetings with distributors and provide product updates, market insights and investment information.
- Generate business through SIP, lump-sum investments, systematic transfer plans and other mutual fund solutions.
- Identify opportunities to increase AUM, inflows and distributor activation.
- Build strong relationships with key partners and improve distributor engagement.
- Conduct product presentations, investor/distributor meets and training sessions when required.
- Monitor distributor-wise business performance, AUM and sales trends.
- Track market developments and competitor activity and share relevant insights with management.




- Coordinate with internal teams for onboarding, transaction processing, service requests and issue resolution.
- Ensure proper documentation and adherence to SEBI/AMFI and company compliance requirements.
- Maintain regular MIS, sales pipeline and AUM reports.
- Develop the assigned territory and identify new distribution opportunities.

Key Performance Areas
- AUM Growth
- Gross & Net Sales
- SIP Business
- Distributor Acquisition & Activation
- Distributor Relationship Management
- Business Development
- Partner Engagement
- Market Expansion
- Product Promotion
- MIS & Reporting
- Compliance

Candidate Profile
- Graduate in any discipline; MBA/PGDM/Finance qualification preferred.
- Experience in Mutual Funds / AMC / Wealth Management / Broking / Banking / BFSI.
- Experience in B2B sales / channel sales / distributor management preferred.
- Strong understanding of mutual fund products and investment concepts.
- Valuable relationship management and business development skills.
- Strong communication, presentation and negotiation skills.
- Ability to manage and develop a network of distributors/partners.
- Target

📌 Relationship Manager- Mutual Fund (Chennai)
🏢 bwise solutions
📍 Chennai