Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 11572851

    Parag Parikh Financial Advisory Services Ltd. logo

    Senior - Relationship Manager- Distribution Sales

    Parag Parikh Financial Advisory Services Ltd. · Hyderabad · onsite · Posted 69d ago

    Undisclosed10–15 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Job Summary - We are seeking a enthusiatic , energetic relationship manager to join our distribution sales team at Hyderabad The Relationship Manager will be responsible for managing and deepening relationships with wealth managers, private banking relationship managers, and investment advisors to drive mutual fund sales and increase assets under management (AUM). This role requires a strong understanding of financial markets, mutual fund products, and the ability to influence and enable partners to deliver investment solutions to their clients. This role is key to ensuring deeper engagement and meaningful sales presence for our organisation in Hyderabad

    Job Description- 1. Relationship Management
    Build and maintain strong relationships with key stakeholders such as wealth managers, private banking RMs, and independent financial advisors. Act as the primary point of contact for these partners, ensuring smooth communication and trust.

    2. Sales Business Development
    Drive AUM (Assets Under Management) growth by promoting the company s mutual fund products.
    Identify cross-selling and upselling opportunities within partner networks.

    3. Product Advisory Training
    Provide product knowledge sessions and training to wealth managers and advisors. Share insights on market outlook, fund performance, and investment strategies.

    4. Strategic Account Management
    Develop account plans for key partners to maximise engagement and revenue.
    Collaborate with internal teams (marketing, operations, compliance) to support partner needs.

    5. Marketing Engagement
    Share marketing collateral, research reports, and thought leadership content.

    6. Compliance Risk Management
    Ensure all sales and advisory activities comply with regulatory guidelines (SEBI, AMFI).

    7. Feedback Market Intelligence
    Gather feedback from partners on product performance and service quality.
    Share market trends and competitor insights with internal teams to refine offerings

    Quali cation Experience-Total Experience of 10+ years and team handling experience for 3+ years Strong communication skills
    - Knowledge of the market, industry and investment products
    - Relationship Management
    - Sales Planning Execution
    - Analytical Skills
    - Collaboration Team work

    Required: Graduation at least
    Preferred: MBA, CFA, CFP, NISM VA

    Job Location- Hyderabad



    Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

    Sourced from naukri

    Skills

    Market Intelligenceanalytical thinkingService qualityInvestment ProductsStrategic Account ManagementSales PlanningMutual FundsRisk ManagementMarketing OperationsRelationship Management

    About Parag Parikh Financial Advisory Services

    Parag Parikh Financial Advisory Services Ltd. logo

    Parag Parikh Financial Advisory Services Ltd.

    Financial Services

    175

    employees

    1985

    41 years old

    Mumbai

    India

    ₹7.2L PA avg

    Avg at Parag Parikh Financial Advisory Services

    About

    Parag Parikh Financial Advisory Services Ltd (PPFAS) operates as a mutual fund and financial advisory firm, offering investment management and wealth creation solutions. The company focuses on long-term value investing, transparency, and investor-centric practices. Through its PPFAS Mutual Fund, it provides diverse financial products and services designed to help individuals and institutions achieve sustainable financial growth.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.9/ 5

    Culture

    4.1

    Career growth

    3.9

    Work-life

    4.1

    Employees rate it well for

    Job Security41Work-Life Balance41

    Find them on

    WebsiteLinkedInAmbitionBox reviews

    Senior - Relationship Manager- Distribution Sales · waiting for your command