Senior Relationship Manager – AIF & Mutual Fund

• Acquire, onboard and nurture relationships with distributors such as IFAs, RIAs, National Distributors, private wealth platforms, family offices, and bank channels for AIF and mutual fund distribution.
• Meet and exceed AUM and revenue targets across mutual funds and AIF products.
• Train and enable distributor partners via regular workshops, client calls, and knowledge sessions for better engagement.
• Support go-to-market strategy: collaborate with investment, product, and marketing teams on campaign strategy, product messaging, and pitch materials.
• Provide market intelligence: analyze competitor offerings, regulatory changes, and client behaviors to inform strategy.
• Maintain CRM pipeline: track distributor onboarding, AUM conversion, engagement metrics and funnel progress.

Required Qualifications & Experience

• 10–15 years

  of experience in mutual fund and AIF (and/or PMS) distribution—must have sold AIF products actively to HNI/wealth segments.
• Established distributor network across key metro cities and ability to expand footprint.

Certifications

• NISM Series V-A (Mutual Fund Distributors) mandatory
• AIF certification preferred or willingness to obtain within initial months.
• Education: MBA (Finance/Marketing), CA, CFA, or equivalent.

Core Skills & Competencies

• Excellent written and verbal communication, presentation, and negotiation skills.
• Strong relationship-building acumen and consultative selling mindset.
• Strategic thinking and proactive pipeline management. Comfortable working in high-pressure targets-driven environments.
• Financial market insights: deep understanding of mutual funds, AIF structures (Category I/II/III), PMS, taxation, and regulatory nuances.

💼 Preferred Attributes

• Self-driven, entrepreneurial attitude with ability to work autonomously and achieve results.
• Prior exposure to institutional/wealth management or private banking environments.
• Metro-market experience with established distributor contacts across IFAs, RIAs, banks, and family offices.