Relationship Manager

Responsibilities

• Build and maintain strong client relationships and drive B2B/B2C sales
• Drive acquisition of channel partners including IFAs, MFDs, and corporate partners
• Manage a network of distributors to increase product penetration and AUM growth
• Enable partners through training, product knowledge, and sales support
• Execute strategies to activate inactive distributors and improve partner productivity
• Promote investment products including Mutual Funds, Fixed Deposits, PMS, AIF, and Bonds
• Conduct regular partner meetings, training sessions, and joint client calls
• Monitor partner performance and track business metrics to drive revenue
• Ensure compliance with regulatory requirements and maintain strong governance

Requirements

• NISM Certification VA (Mandatory)
• Fluency in Kannada (Mandatory)
• Graduate or Postgraduate degree, preferably in Finance or Business
• Minimum 3+ years of experience in channel sales or distributor management in financial services
• Strong network or experience working with IFAs, MFDs, or wealth distributors
• Deep understanding of financial products like Mutual Funds, PMS, AIF, FDs, and Bonds
• Proven ability to drive partner acquisition and engagement
• Excellent communication and presentation abilities

About the Company

ZFunds is a technology-driven investment platform that empowers distributors, financial advisors, and institutions with seamless access to investment products and advisory support. Founded in 2019, it is a well-funded, profitable fintech startup combining digital infrastructure with human expertise.