Full Time
Delhi, Mumbai

Role : Sales Relationship Manager

Reporting to – National Sales Head

Location : Delhi and Mumbai

Company : Leading Wealth Management Company (HO – Mumbai)

Job Type : Full Time – Office working

Salary Range: INR 15 lacs -25 lacs p.a., depending on the selected candidate’s profile

Skills Required :

Experience : 05 to 08 years in the MF, AMC or PMS, AIF, Distribution

Qualification: Graduation / PG (Preferably Sales, Finance, Marketing)

Mandatory NISM Courses:

NISM Series XXI-A: Portfolio Management Services (PMS) Distributors


Roles & Responsibility:

  • Increasing Assets under management through relationship building across large IFA’s, National distributors, Banks, and Direct clients.
  • Planning, formulating, and implementing promotional strategies at the investor and distributor level to increase market penetration and enhance brand visibility.
  • Strengthening the channel reach and providing necessary technical and soft skill training.
  • Ensuring seamless operations in the branch while strictly adhering to compliance norms
  • Selling of PMS products to HNI clients by providing investment advisory across Banking, Non-banking, Institutional as well as Offshore investors. Maintaining good relationship with intermediaries like SCB, HDFC, MOSL, Kotak Privy, Aditya Birla, IDFC, RBL, Fisdom, Yes Bank, Tata Capital, IndusInd, Edelweiss, etc. Also responsible to onboard, train and get business from IFAs across region.)
  • Sales RM will be provided a Sales Support and a Runner at local level


Job Features

Job Category


Apply Online