Senior Relationship Manager – Banking & Private Wealth PMS & AIF - Mumbai, Delhi & Bangalore

Senior Relationship Manager – Banking & Private Wealth PMS & AIF - Mumbai , Delhi & Bangalore Location: Mumbai, Delhi, Bangalore Reporting To: Channel Head - Private Banks & Wealth Mumbai  Experience: 5–8 years in Mutual Fund / Wealth / Banking DistributionRole OverviewDrive business from assigned Private Banking, Wealth Management, and Family Office relationships through deep engagement, product positioning, and superior service delivery. The role requires high market intelligence, product knowledge, and relationship depth to translate partner conviction into sustainable flows.Key ResponsibilitiesPartner Coverage: Manage relationships with Sr .RMs, and investment counsellors across assigned Private Banks and Wealth firms.Business Growth: Deliver AUM PMS & AIF Sales through continuous engagement, model portfolio inclusion, and tactical product placements.Product Expertise: Present Helios investment philosophy, fund positioning, and performance narratives to partner teams with high conviction.Training & Enablement: Conduct partner training sessions, webinars, and joint client meetings with wealth RMs to enhance visibility and conviction.Market Intelligence: Track competition products, flows, and partner allocations to identify opportunities and gaps.Service Excellence: Coordinate with operations and marketing for seamless partner experience from onboarding to execution.Data-Driven Execution: Use CRM tools to log coverage, maintain pipeline, and update business funnel regularly.Key CompetenciesStrong interpersonal and relationship-building skillsExcellent product and market understanding across MF/PMS/AIF spaceHigh presentation and influencing abilityTarget-oriented, self-driven, and proactive approachAbility to manage senior relationships and deliver results independentlyIdeal BackgroundGraduate / MBA / CFP / NISM V-A & 21A Certified5–8 years of experience in MF / Wealth / Private Banking sales

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