Relationship Manager (B2B & B2C)

As a Relationship Manager, you would be expected to partner with agents and generate business through them.

• Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.
• Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.
• Drive sales independently of different products by regularly engaging with all the distributors for respective channels.
• Circulates fund updates and product-related information to respective partners.
• Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.
• Conduct distributor engagement programs.
• Ensure that publicity material and other literature are provided to distributors on time.
• Coordinate with other stakeholders for the smooth functioning of the business.
  

Specific Criteria Required For The Applicant Students

• In-depth knowledge of Mutual Funds
• Mandatory NISM V-A certification.
• Good excel skills
• A Positive and go-getter attitude & strong team culture
• Willing to travel extensively
• Should speak and write English and Hindi, knowledge of other regional languages is an added advantage.
• Minimum 3 years of relevant work experience in the financial industry.
  

What You Can Expect In Return

• ESOPs basis performance
• Health insurance
• Statutory benefits like PF & Gratuity
• Flexible Working structure
• Professional development opportunities
• Collaborative and inclusive work culture
  

Who We Are

EduFund is India’s first dedicated education-focused fintech platform, built to help Indian families plan, save and secure their child’s education. Founded in 2020, our mission is to remove financial stress from education planning.We offer a full suite of solutions, including investments, education loans, visa and immigration support, international remittance, and expert counselling, making it India’s only end‑to‑end education financial planning platform.Whether it's saving early or funding a degree abroad, EduFund helps parents make smarter financial decisions for their child’s future.With 2.5 lakh+ families, 40+ AMC partners, 15+ lending partners, and a growing presence across Tier 1 and Tier 2 cities, EduFund is becoming the go-to platform for education financing in India.In July 2025, EduFund raised $6 million in Series A funding, led by Cercano Management and MassMutual Ventures, bringing the total capital raised to $12 million.Skills: engage with distributors,sales,meet distributors,drive activation,positive attitude,regional languages,coordinate with stakeholders,willingness to travel,convincing ability,conduct engagement programs,excel skills,circulate updates,knowledge of mutual funds,provide publicity material,communication skills,team culture,2 years work experience,communication,collaborate with distributors,financial industry experience,nism v-a certification,mutual funds,team collaboration,finance,excel,hindi,identify potential distributors,drive acquisition,english,mutual fund