BDM - Mutual Funds

Position - BDM (Mutual Fund)

Experience: 10+ years in Mutual Funds, Financial Services, Capital Markets, Wealth Management, or related sectors, with strong expertise in relationship management, business development, team leadership, and partner/distributor engagement

Job Description:

Role Purpose:
Lead and manage a team of Relationship Managers responsible for driving business growth and strengthening relationships with mutual fund distributors, intermediaries, and strategic partners on the platform. The role focuses on managing key partner relationships, identifying growth opportunities, ensuring superior stakeholder experience, and coordinating with internal teams to deliver partner requirements efficiently and effectively.

Key Responsibilities
• Lead and mentor a team of approximately 18-20 Relationship Managers, driving performance, engagement, and business outcomes.
• Manage and strengthen relationships with key strategic partners, distributors, and intermediaries on the platform.
• Personally handle relationships with top-tier partners, understanding their business objectives, operational requirements, and growth opportunities.
• Drive business development initiatives to increase platform adoption, transaction volumes, and overall partner engagement.
• Act as the primary liaison between external partners and internal teams including Product, Technology, Operations, Clearing Corporation, and other stakeholders.
• Translate partner requirements into actionable projects and ensure timely execution and delivery.
• Monitor partner satisfaction levels and implement initiatives to enhance the overall partner experience.
• Identify market trends, competitive developments, and emerging opportunities within the mutual fund distribution ecosystem.
• Ensure effective stakeholder management and cross-functional collaboration for seamless project execution.
• Track key business metrics, team performance, and partner engagement outcomes, taking corrective actions where required.
• Drive process improvements and operational efficiencies to enhance service delivery and business growth.

Skills & Competencies
• Relationship Management
• Team Leadership
• Stakeholder Management
• Business Development
• Project Management
• Product & Market Understanding
• Cross-functional Collaboration
• Strategic Thinking
• Problem Solving & Decision Making

• Communication & Influencing Skills
• Execution Excellence
• Partner Engagement & Client Management

Behavioral Skills:
• Risk Awareness & Responsible Governance
• Strategic & Systems Thinking
• Execution Excellence & Ownership
• Analytical & Insightful Decision-Making
• Market & Stakeholder Focus
• Innovation & Future Readiness
• Integrity & Institutional Stewardship