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DSP Investment Managers
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Relationship Manager-

Relationship Manager-

DSP Investment Managers

5 - 10 years

6 Lacs

kolkata

Posted:5 days ago| Platform:

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Skills Required

sales wealth management bfsi analytical relationship building mutual funds market intelligence banking management territory sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

About the Role

We are looking for a Relationship Manager to strengthen and scale our Mutual Fund distribution business across large private banks, leading wealth counters, and senior MF decision makers in the Kolkata region
This role is pivotal in expanding DSP s footprint by building meaningful, revenue-driving relationships and delivering long-term asset growth

Key Responsibilities

Drive Mutual Fund sales through Private Banks, Wealth Management desks, National Distributors across the Kolkata territory Build, deepen, and manage high-quality relationships with senior fund managers, channel heads, and key influencers Conduct regular client engagements to understand requirements, provide product insights, and support portfolio discussions Expand market share by developing high-conviction engagement plans for priority partners Deliver consistent incremental net sales and help build robust long-term assets Track competitor activity, gather market intelligence, and relay insights for strategic decision-making Execute territory sales plans, own revenue targets, and ensure timely reporting and compliance adherence

Skills & Competencies

Strong knowledge of capital markets, mutual funds, and distribution ecosystem Ability to influence and communicate effectively with senior stakeholders internal and external Strong analytical approach, problem-solving mindset, and proactive relationship-building ability NISM VA certified or willingness to complete before joining

Experience

Minimum 5+ years in Mutual Fund Distribution Sales or Wealth/BFSI channels, with proven experience managing large private bank relationships

Qualification

Graduate/Post Graduate from a recognized institution

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Relationship Manager-