Job Description - Virtual Relationship Manager-Mumbai

Virtual Relationship Manager (VRM), DSP Mutual Fund

Role Title: Virtual Relationship Manager – Distributor Channel

Location: Mumbai

Role Purpose:

The Virtual Relationship Manager (VRM) will be responsible for managing and growing relationships with Mutual Fund Distributors (MFDs) through virtual engagement. The role focuses on increasing AUM, driving SIP flows, improving activation, and enhancing distributor productivity through consistent communication, product support, and service coordination.

This role plays a critical part in expanding reach in the emerging distributor segment through structured engagement and scalable coverage.

Key Responsibilities

1. Distributor Relationship Management

Manage a mapped set of MFDs across locations
Build strong engagement through regular calls, virtual meetings, and follow-ups
Understand distributor business and identify growth opportunities
Resolve distributor queries in coordination with operations / service team

2. Business Development

Drive SIP registrations, gross sales, and net inflows
Increase share of business with mapped distributors
Support cross-sell across Equity, Hybrid, Passive, and Fixed Income products

3. Activation & Coverage

Activate dormant distributors and increase productivity of existing partners
Improve SIP book and transaction frequency
Ensure regular contact with mapped distributors

4. Campaign & Initiative Execution

Drive participation in Distributor Success initiatives & growth marketing
Promote digital platforms, tools, and investor solutions
Support special initiatives for emerging distributors

5. Reporting & Discipline

Maintain call reports, activity tracker, and pipeline updates
Track AUM, SIP, and sales data for mapped partners
Follow defined engagement cadence

Desired Candidate Profile

1–4 years of experience in Mutual Fund / BFSI / Inside Sales / Relationship Management
Good understanding of Mutual Funds / Financial Products preferred
Strong communication and convincing skills
Comfortable with phone-based / virtual selling
NISM VA certification

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Virtual Relationship Manager-Mumbai

Job Description - Virtual Relationship Manager-Mumbai

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