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Relationship Manager

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Job Description - Relationship Manager


The RM will be responsible for driving Mutual Fund sales through National Distributors (NDs), Key Relationships (KRs), and Independent Financial Advisors (IFAs). The role requires strong relationship-building, market knowledge, and the ability to deliver consistent sales growth and market share for DSP.
What is the roles objective?

•    Drive mutual fund sales across NDs, KRs, and IFAs

•    Build and maintain client and channel partner relationships to increase market share

•   Conduct client/associate meetings to understand needs and provide relevant feedback internally

•    Develop long-term assets through incremental net sales and repeat business

•    Share timely insights on client feedback and competitor activities to enable quick responses

•    Execute sales strategies effectively and achieve assigned targets

What skills do you need to possess? 

•    Strong knowledge of capital markets and mutual fund industry

•    Effective communication and influencing skills

•    Ability to manage stakeholder alignment both within and outside the firm

•    Proficiency in Microsoft Office (Excel, Word, PowerPoint)

•    Positive attitude, self-motivated, and confident

•    NISM VA certification (or ability to complete before joining)

What is the prior experience expected? 

•    7-10 years of relevant experience in mutual fund sales or distribution

What qualification you should have?

•    Postgraduate degree (MBA/Finance specialization preferred)




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