Wealth Relationship Manager

Year    OR, IN, India

Job Description

: Relationship Manager (AMC)



To

build, manage, and grow relationships

with distributors, advisors, banks, and investors to

increase Mutual Fund / AMC product penetration and AUM (Assets Under Management)

.

Key Responsibilities



1?

Distributor & Channel Management



Build and maintain relationships with: Mutual Fund Distributors (MFDs) IFAs (Independent Financial Advisors) Banks & NBFC partners Support distributors with: Product information Sales strategies Investor awareness programs
2?

Sales & Business Development



Promote AMC products: Equity Funds Debt Funds Hybrid Funds SIP & NFOs Achieve targets related to: AUM growth SIP registrations New folios Conduct sales meetings & presentations
3?

Investor & Advisor Education



Conduct: Investor Awareness Programs (IAPs) Distributor training sessions Explain: Market outlook Fund performance Asset allocation strategies
4?

Market Intelligence & Reporting



Track competitor AMC products Monitor market trends & investor behavior Prepare daily/weekly sales MIS reports Share feedback with product & fund management teams
5?

Compliance & Process Support



Ensure SEBI & AMFI guidelines compliance Support documentation & onboarding processes Follow ethical selling practices Avoid mis-selling

Skills Required



Strong communication & presentation skills Relationship building & negotiation Basic understanding of capital markets Sales mindset with advisory approach Time & territory management

Eligibility & Qualifications



Graduate / Post-Graduate (Any stream; Commerce preferred) AMFI Certification (Mandatory) NISM certifications (added advantage) Fresher / Experienced (0-8 years)

Career Growth Path



RM ? Senior RM Senior RM ? Area Sales Manager Area Manager ? Regional Sales Manager Regional Manager ? National Sales Head

Compensation Structure



Fixed Salary Performance-based Incentives Travel & client engagement allowances
Job Type: Full-time

Pay: ?15,000.00 - ?50,000.00 per month

Benefits:

Provident Fund
Work Location: In person

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Job Detail

  • Job Id
    JD5130486
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    OR, IN, India
  • Education
    Not mentioned
  • Experience
    Year