DSP Investment Managers Pvt. Ltd.

Virtual Relationship Manager

DSP Investment Managers Pvt. Ltd.

full-time

Posted on:

Location Type: Office

Location: Mumbai • India

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Junior

About the role

  • Manage a mapped set of MFDs across locations
  • Build strong engagement through regular calls, virtual meetings, and follow-ups
  • Understand distributor business and identify growth opportunities
  • Resolve distributor queries in coordination with operations / service team
  • Drive SIP registrations, gross sales, and net inflows
  • Increase share of business with mapped distributors
  • Support cross-sell across Equity, Hybrid, Passive, and Fixed Income products
  • Activate dormant distributors and increase productivity of existing partners
  • Improve SIP book and transaction frequency
  • Ensure regular contact with mapped distributors
  • Drive participation in Distributor Success initiatives & growth marketing
  • Promote digital platforms, tools, and investor solutions
  • Support special initiatives for emerging distributors
  • Maintain call reports, activity tracker, and pipeline updates
  • Track AUM, SIP, and sales data for mapped partners
  • Follow defined engagement cadence

Requirements

  • 1–4 years of experience in Mutual Fund / BFSI / Inside Sales / Relationship Management
  • Good understanding of Mutual Funds / Financial Products preferred
  • Strong communication and convincing skills
  • Comfortable with phone-based / virtual selling
  • NISM VA certification
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SIP registrationsgross salesnet inflowscross-selltransaction frequencyAUM trackingsales data analysis
Soft Skills
communication skillsconvincing skillsengagementrelationship managementproblem-solving
Certifications
NISM VA certification