Senior Relationship Manager – Retail Distribution

About the role

The Senior Relationship Manager based in Andheri will oversee relationships with Independent Financial Advisors (IFAs), banks and non‑bank distributors (NDs) to drive equity and debt mutual fund sales and achieve assigned targets.

Key responsibilities

• Manage a portfolio of IFAs, banks and ND partners, ensuring regular communication and periodic face‑to‑face meetings.
• Achieve allocated equity and debt sales targets through profiling, targeting and activation of distribution points.
• Drive new Systematic Investment Plans (SIPs) by educating partners on product benefits and wealth‑creation potential.
• Increase the number of new investor folios by supporting distributors in acquiring and retaining clients.
• Conduct training sessions and provide market updates to keep partners informed of changing dynamics.
• Expand the distribution network by identifying and onboarding new points of sale.

Required profile

• Proven experience in relationship management or sales within the mutual fund or broader financial services sector.
• Demonstrated ability to meet or exceed sales targets for equity and debt products.
• Strong understanding of IFAs, banking channels and non‑bank distributors.
• Excellent communication and presentation skills with a focus on partner activation.
• Ability to work independently and manage a large portfolio of relationships.

Required skills