Corporate Relationship Manager

Company: [Confidential – Asset Management / Mutual Fund Distribution Firm] Location: Mumbai

About the Company A growing player in the asset management and mutual fund distribution space, focused on expanding its institutional, distributor, and HNI relationships to drive AUM growth.

About the Role

We're looking for a dynamic, target-driven Corporate Relationship Manager to lead new business development and institutional relationship management for a growing mutual fund sales franchise. This is a net-new, individually-owned seat reporting into the National Head – Sales, built around independently generating new client relationships and growing AUM rather than managing an inherited book. The role is focused specifically on mutual fund sales and AUM growth (not broader wealth products like PMS, AIF, or insurance).

What You Will Do

1. Develop and manage relationships with National Distributors, Mutual Fund Distributors (MFDs), banks, fintech platforms, wealth managers, and brokers
2. Acquire new corporate, institutional, HNI, and family office clients, with a robust focus on independent, hunter-style business generation
3. Build relationships with key decision-makers including CFOs, Treasury Heads, CIOs, and Investment Heads
4. Own and deliver against assigned AUM, gross sales, and net sales targets
5. Drive both lump-sum investments and systematic investment flows
6.



Monitor redemption risks and implement client retention strategies
7. Conduct client meetings, product presentations, and distributor/investor engagements
8. Track market trends and competitor activity across the mutual fund industry
9. Coordinate with Investment, Product, Marketing, and Operations teams
10. Ensure compliance with SEBI, AMFI, and internal company guidelines
11. Travel extensively for client meetings and business development activities

What We're Looking For

1. Graduate in any discipline
2. 5–10 years of relevant experience in Asset Management, Mutual Funds, Wealth Management, Broking, Private Banking, or Financial Services, with strong, demonstrated mutual fund sales experience
3. Active NISM Series V-A certification and AMFI ARN registration
4. Proven track record of independent AUM acquisition and new business generation (not just managing an existing book)
5. Strong, established network across distributors, banks, corporates, HNIs, and institutions in the mutual fund industry
6. Good working knowledge of mutual funds, investment products, and capital markets
7. Strong communication, presentation, negotiation, and relationship management skills
8. Willingness to travel extensively for client meetings and business development
9. Open only to female candidates for this position

📌 Relationship Manager (Mumbai)
🏢 Careerfit.ai
📍 Mumbai