DSP Mutual Fund - Relationship Manager - Distribution Sales

Role Purpose

As a Relationship Manager, you will be responsible for expanding DSPAMs market footprint across diverse distribution channels. Your primary focus will be to drive Asset Under Management (AUM) growth by fostering high-value relationships with Banks, National Distributors (NDs), Independent Financial Advisors (IFAs), and Wealth Desks.

Objectives of the Role:

- Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients

- Act as a dedicated partner to channel partners, providing them with timely market insights, product updates, and portfolio construction support.

- Focus on building "sticky" core assets through SIP/STP book building and ensuring high retention of existing AUM.

- Drive gross and net sales of Mutual Fund products by strategically managing channel partners

- Develop and maintain relationship with clients that will generate future sales and repeat business

- Conduct high-impact presentations and IAPs (Investor Awareness Programs) to educate partners and end-clients on DSPAM's investment philosophy.

- Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions.

- Execute the sales plans and meet the set targets

Skills Required:

- Has capital market knowledge and relevant experience of the industry

- Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating.

- NISM VA certified or can complete certification before joining

Years of Experience: Candidate with 6 - 10 years of experience.

Qualification: Graduate in any stream. MBA or CFA/CFP candidates will be given preference.

Location: Delhi