The Role
Manages relationships with distributors and independent financial advisors across the Mumbai region to grow business and achieve sales targets. Responsibilities include market and industry analysis, sales generation, expanding the IFA and distribution network, selecting and motivating distributors, monitoring market sales patterns, and maintaining strong partner relationships. Requires strong communication, market knowledge, attention to detail, and a professional personality.
Summary Generated by Built In
JOB DESCRIPTION
Relationship Manager – IFA Position title:
Mumbai Locations:
Sales & Distribution Department:
IL-4 Grade:
Regional Manager – IFA / Area Manager – IFA Organizational relationships Reports to:
• The position is responsible for ensuring effective and smooth relationship with distributors and IFA’s in the region for growth in business.
• Ensure effective and smooth relationship with distributors and IFA in the region for growth in business.
• Responsible for achieving Sales Targets, Sales patterns in the market.
• Market & industry analysis.
• Generating & increasing sales.
• Developing IFA & distribution network.
• Selection & motivation of IFA/distributors. Key responsibilities Behavioural Competencies:
• Should have an eye for detail.
• Should be having a pleasing & smart personality.
• Should have strong communication skills.
• Market knowledge / extensively networked.
Role Specific Competencies:
Formal Qualifications / Prior Work Exp
• MBA or Graduate with minimum 2-4 years of experience.
• AMFI (NISM) certification compulsory.
• Exposure to M.F industry will be added advantage.
• Ready to expand job portfolio horizontally.
Relationship Manager – IFA Position title:
Mumbai Locations:
Sales & Distribution Department:
IL-4 Grade:
Regional Manager – IFA / Area Manager – IFA Organizational relationships Reports to:
• The position is responsible for ensuring effective and smooth relationship with distributors and IFA’s in the region for growth in business.
• Ensure effective and smooth relationship with distributors and IFA in the region for growth in business.
• Responsible for achieving Sales Targets, Sales patterns in the market.
• Market & industry analysis.
• Generating & increasing sales.
• Developing IFA & distribution network.
• Selection & motivation of IFA/distributors. Key responsibilities Behavioural Competencies:
• Should have an eye for detail.
• Should be having a pleasing & smart personality.
• Should have strong communication skills.
• Market knowledge / extensively networked.
Role Specific Competencies:
Formal Qualifications / Prior Work Exp
• MBA or Graduate with minimum 2-4 years of experience.
• AMFI (NISM) certification compulsory.
• Exposure to M.F industry will be added advantage.
• Ready to expand job portfolio horizontally.
Skills Required
- MBA or graduate degree
- 2-4 years of experience
- AMFI or NISM certification
- Mutual funds industry experience
- Strong communication skills
- Market knowledge and extensive professional network
- Willingness to expand the job portfolio horizontally
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
NAMI (the National Alliance on Mental Illness) is the nation’s largest grassroots mental health organization. It works to build better lives for people affected by mental illness through advocacy, education, support, and public awareness. Founded by families, NAMI operates as an alliance of more than 650 local affiliates and 49 state organizations, delivering community-based resources and assistance across communities throughout the United States.
