Relationship Manager – Investment Distribution Sales

Company: AAA Merchant Bank Pvt. Ltd.
Location: New Delhi
Employment Type: Internship / Full-time, depending on candidate profile
About the Role
We are looking for a motivated individual to join our Investment Distribution Sales team, with a focus on client acquisition, relationship management and business development.
The role will involve engaging with prospective and existing investors, understanding their investment requirements and assisting them with suitable investment solutions across Mutual Funds, SIFs, PMS, AIFs, GIFT City products and other investment opportunities.
The position can be structured as an internship or full-time opportunity depending on the candidate's experience, skills and overall fit.
Key Responsibilities
Follow up with leads generated through the company's performance marketing campaigns and convert qualified leads into clients.
Conduct outbound/cold calls to prospective clients and generate new business opportunities.
Identify and acquire new clients through lead generation, networking, referrals and other business development initiatives.
Understand clients' financial objectives, investment preferences and risk profiles.
Assist in identifying suitable investment solutions based on client requirements.
Build and maintain long-term relationships with clients.
Develop a strong understanding of the firm's investment offerings across Mutual Funds, SIFs, PMS, AIFs, GIFT City products and other investment solutions.
Coordinate with the investment/product research team to understand and communicate relevant investment opportunities.
Conduct regular follow-ups with prospects throughout the sales and onboarding process.
Contribute towards business development, client acquisition and overall AUM growth.
What We're Looking For
Graduate degree in Finance, Commerce, Economics, Business or a related field.
Fresh graduates with a strong interest in investments and financial markets are welcome to apply.
Prior experience in mutual fund distribution, wealth management, banking, financial product sales or a related field will be an advantage.
Strong verbal and written communication skills.
Confident and comfortable speaking with prospective clients over the phone and in person.
Proactive, self-driven and comfortable with cold calling, lead follow-ups and client acquisition.
Genuine interest in investments and financial markets.
Ability to understand financial products and communicate them clearly to clients.
NISM certification, particularly NISM Series V-A, is preferred; candidates without certification should be willing to obtain the relevant certification.
Strong relationship-building, follow-up and negotiation skills.
What You Can Expect
Hands-on exposure to wealth management and investment distribution.
Exposure to a wide range of investment products including Mutual Funds, SIFs, PMS, AIFs and GIFT City products.
Direct interaction with clients and prospective investors.
Experience across lead generation, cold calling, sales, relationship management and investment products.
Opportunity to build a career in investment distribution and wealth management.
Internship candidates may be considered for a full-time opportunity based on performance and fit.
Full-time candidates will have the opportunity to take on greater responsibility and contribute directly to the firm's business and AUM growth.

Work arrangement
No