ZFunds - Relationship Manager

Role: Relationship Manager – Channel / Distributor Sales
Experience: 1+ years
Location: Bangalore (On-site)
Work Mode: 6 days WFO
Preferred Industry: Mutual Funds

Must Haves:

• NISM Certification VA (Mandatory)
• Kannada Language (Mandatory)

Company Description – ZFunds
ZFunds Founded in 2019. is a well-funded, profitable fintech startup. So far, only the rich have had access to the right financial products, we are changing that by ensuring every investor has dedicated experts to maximize their gains. We are in the growth phase of our journey.
ZFunds is a technology-driven investment platform that empowers distributors, financial advisors, and institutions with seamless access to investment products and advisory support. By combining digital infrastructure with human expertise, ZFunds enables its partners to deliver efficient, compliant, and client-centric wealth solutions across a wide range of financial products.

Key Responsibilities:

1. Build and maintain strong client relationships.
2. Drive B2B and B2C sales and promote investment products (mutual funds, fixed deposits, etc.).
3. Engage with customers to promote and sell mutual fund products.
4. Provide investment advice and build long-term client relationships.
5. Meet and exceed sales targets through proactive customer engagement.
6. Maintain strong product knowledge and regulatory compliance.
7. Drive acquisition of channel partners including IFAs, MFDs and corporate partners
8. Build and manage a strong network of distributors to increase product penetration and AUM growth
9. Enable partners to effectively distribute financial products by providing training, product knowledge, and sales support
10. Develop and execute strategies to activate inactive distributors and improve productivity of existing partners
11. Promote a wide range of investment products, including:

• Mutual Funds
• Fixed Deposits
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
• Bonds and Structured Products
• Work closely with partners to identify client opportunities and support them in closing business
• Conduct regular partner meetings, training sessions, and joint client calls
• Monitor partner performance, track business metrics, and drive revenue through channel productivity
• Ensure compliance with regulatory requirements and maintain strong governance across partner activities
• Stay updated on market trends, competitor offerings, and distributor ecosystem developments

Ideal Candidate Profile:

• Graduate / Postgraduate (preferably in Finance, Business, or related field)
• Minimum 3+ years of experience in channel sales / distributor management in financial services
• Strong network or experience working with IFAs, MFDs, or wealth distributors
• Good understanding of financial products: Mutual Funds, PMS, AIFs, FDs, Bonds, etc.
• Proven ability to drive partner acquisition and engagement
• Strong interpersonal and relationship-building skills
• Excellent communication and presentation abilities
• Self-driven with a strong focus on targets and revenue generation