Relationship Manager – Sales MF

About The Opportunity

We are looking for a driven and relationship-oriented Relationship Manager – Sales (MF Distribution) to support and grow our B2B Mutual Fund business in the assigned region.

This role will be responsible for driving AUM growth, SIP activation, distributor engagement, and partner servicing while building strong relationships with IFAs, MFDs, and wealth partners.

The ideal candidate should have prior experience in Mutual Fund / AMC / Wealth distribution sales and should be comfortable managing partner relationships and driving business growth in the field.

Role & Responsibilities

• Sales & AUM Growth
• Drive Mutual Fund AUM growth, net sales, and SIP book expansion in the assigned territory
• Build and manage relationships with IFAs, MFDs, RIAs, and distribution partners
• Support product penetration across equity, debt, hybrid, and SIP products
• Execute ongoing sales campaigns, NFO launches, and SIP initiatives
• Achieve monthly and quarterly business targets
• Partner Relationship Management
• Maintain strong engagement with distributors and channel partners
• Conduct regular meetings, training sessions, and product discussions with partners
• Resolve partner queries and ensure smooth onboarding and servicing
• Identify and activate new distribution partners in the region
• Business Development & Market Expansion
• Expand partner network and improve active distributor productivity
• Track market trends, competitor activities, and distributor requirements
• Build strong local market presence through partner visits and events
• Compliance & Process Adherence
• Ensure adherence to SEBI, AMFI, and internal compliance guidelines
• Maintain proper documentation and operational coordination
• Ensure timely reporting and CRM updates

• 2–4 years of experience in Mutual Fund distribution / AMC sales / Wealth management / Financial services sales
• Experience working with IFAs, MFDs, or channel partners preferred
• Strong understanding of Mutual Fund products and SIPs
• Good communication, relationship management, and sales skills
• Target-driven and comfortable with field sales

Product & Regulatory Knowledge

• Basic understanding of Mutual Funds and investment products
• NISM Series V-A certification preferred (mandatory if not already certified within joining timeline)

• Statutory benefits like PF & Gratuity
• Health Insurance
• Flexible Working structure
• Professional development opportunities
• Collaborative and inclusive work cultur

Vittam is a newly launched business vertical of EduFund, focused on B2B Mutual Fund distribution and the IFA (Independent Financial Advisor) ecosystem. Already live with 200+ active partners, Vittam is now entering a high-growth phase and is looking for a senior sales leader to own, scale, and build this business ground-up.

Vittam is being built to empower IFAs, RIAs, and wealth partners with a modern, scalable platform to grow their advisory business while delivering best-in-class investment solutions to end customers.

Learn more about the platform: https://vittamfin.com/

About EduFund

EduFund is Indias first dedicated education-focused fintech platform, built to help Indian families plan, save and secure their childs education. Founded in 2020, our mission is to remove financial stress from education planning.

We offer a full suite of solutions, including investments, education loans, visa and immigration support, international remittance, and expert counselling, making it Indias only end‑to‑end education financial planning platform.

Whether its saving early or funding a degree abroad, EduFund helps parents make smarter financial decisions for their childs future.

With 2.5 lakh+ families, 40+ AMC partners, 15+ lending partners, and a growing presence across Tier 1 and Tier 2 cities, EduFund is becoming the go-to platform for education financing in India.

• In July 2025, EduFund raised $6 million in Series A funding, led by Cercano Management and MassMutual Ventures, bringing the total capital raised to $12 million.
• Website - https://www.edufund.in/
• Skills: mutual funds,channel sales development,sip sales,wealth distribution,distribution management,relationship management