RM IFA

.       Job Description – Senior Relationship Manager (IFA Channel) Description – Senior Relationship Manager (IFA Channel)

Location: Andheri, Mumbai
Experience: 10+ Years
Channel: Independent Financial Advisors (IFA)
Reporting To: Branch Head / Regional Head – Sales.

Position Summary

We are looking for a seasoned Relationship Manager to drive business growth through the IFA channel in Mumbai. The incumbent will be responsible for managing and expanding relationships with Category A & Category B IFAs, increasing market share, driving mobilization, and positioning Edelweiss AMC products across equity, debt, hybrid, and passive investment solutions.

The role requires a strong understanding of mutual fund distribution, distributor engagement, and the ability to build long-term strategic partnerships with key IFAs. Edelweiss AMC continues to invest significantly in its distribution network and partner ecosystem, making distributor relationship management a critical growth function.

Key Responsibilities

Business Development

·         Manage and grow a portfolio of Category A & Category B IFAs across Mumbai and surrounding markets.

·         Drive AUM growth, net sales, SIP mobilization, and market share acquisition.

·         Develop and execute territory plans to achieve monthly, quarterly, and annual business targets.

·         Identify new high-potential distributors and onboard them onto the Edelweiss AMC platform.

Relationship Management

·         Build strong relationships with principal advisors, owners, and decision-makers within IFA firms.

·         Conduct regular engagement meetings, product presentations, and business reviews.

·         Ensure high levels of partner satisfaction and retention.

·         Act as the primary point of contact for all distributor-related business requirements.

Product & Advisory Support

·         Promote the entire suite of mutual fund products, including Equity, Debt, Hybrid, Passive, ETF, and PMS/Alternatives (where applicable).

·         Conduct product training and market update sessions for distributors and their teams.

·         Assist partners in portfolio construction and investment solutions for end clients.

Channel Activation & Expansion

·         Organize investor awareness programs, distributor meets, and engagement initiatives.

·         Work closely with marketing and product teams to execute business campaigns.

·         Increase penetration within existing IFAs and acquire wallet share from competing AMCs.

Compliance & Governance

·         Ensure all business activities comply with AMFI, SEBI, and internal AMC guidelines.

·         Maintain accurate reporting and business MIS.

Desired Candidate Profile

Experience

·         Minimum 10 years of experience in Mutual Funds, Wealth Management, Asset Management, or Financial Services.

·         Proven experience managing Category A & Category B IFAs.

·         Strong relationships with leading IFAs in Mumbai and surrounding markets.

·         Consistent track record of achieving sales and AUM growth targets.

Educational Qualification

·         Graduate in any discipline.

·         MBA / PGDM preferred.

·         NISM V-A Certification / AMFI Certification preferred.

Skills Required

·         Strong knowledge of Mutual Funds and Capital Markets.

·         Distributor relationship management.

·         Sales planning and business development.

·         Presentation and communication skills.

·         Stakeholder management and negotiation.

·         Market intelligence and competitor analysis.