Relationship Manager ( Mutual funds /B2B sales )

Job Description Relationship Manager

Company: Choice AMC
Department: Mutual Fund Sales
Designation: Relationship Manager
Experience: 3–8 Years
Location: Mumbai
Employment Type: Full-Time

About Choice AMC

Choice AMC is focused on delivering mutual fund investment solutions and expanding its distribution network. We are looking for a proactive and result-oriented Relationship Manager to strengthen the Mutual Fund Distributor (MFD) network, develop investor relationships, and drive Assets Under Management (AUM) growth.

Role Overview

The Relationship Manager will be responsible for expanding and managing the MFD network, acquiring new business opportunities, engaging with HNI investors, and driving mutual fund sales through SIPs, lump-sum investments, and New Fund Offer (NFO) campaigns.

Key Responsibilities

• Develop, expand, and manage the city-level Mutual Fund Distributor (MFD) network.
• Identify, onboard, and activate new MFDs to drive business growth.
• Conduct roadshows, distributor meetings, and promotional activities to drive scheme registrations and product awareness.
• Build and maintain strong relationships with HNI investors to generate direct and advisory business.
• Represent Choice AMC at AMFI events, MFD meetings, industry forums, and trade association events.
• Plan and execute NFO, SIP, and other mutual fund campaigns to increase sales and investor participation.
• Generate consistent SIP and lump-sum investment inflows to achieve business targets.
• Identify new business opportunities through branch referrals, distributor partnerships, and investor engagement.
• Coordinate with branch teams to generate leads, strengthen client relationships, and drive cross-selling opportunities.
• Monitor AUM growth, sales performance, distributor productivity, and business pipelines.
• Submit weekly reports on sales activities, AUM pipeline, business achievements, and market developments to the Head Office.

Required Skills & Qualifications

• Graduate in any discipline; MBA in Finance, Marketing, or a related field will be preferred.
• 3–8 years of relevant experience in mutual fund sales, AMC distribution, wealth management, or financial services.
• Strong existing network of MFDs, mutual fund distributors, and financial intermediaries in Mumbai.
• Good understanding of mutual fund products, SIPs, lump-sum investments, NFOs, and AUM growth strategies.
• Proven track record of achieving sales targets and developing distribution channels.
• Excellent communication, negotiation, presentation, and relationship management skills.
• Strong business development, networking, and market engagement capabilities.
• Relevant NISM certification, as applicable to the role.

Key Performance Indicators (KPIs)

• Achievement of AUM growth and overall business targets.
• Number of new MFDs onboarded and successfully activated.
• SIP and lump-sum business generation.
• NFO campaign performance and scheme registration growth.
• HNI investor acquisition and business generation.
• Conversion of branch referrals into business opportunities.
• Distributor productivity, engagement, and retention.
• Achievement of assigned sales targets and timely submission of business reports.

Ideal Candidate: A target-oriented professional with strong Mumbai market knowledge, an established MFD network, and the ability to build long-term distributor relationships while consistently driving mutual fund business growth.