Relationship Manager (Private Wealth counter)

DSP MUTUAL FUND

Relationship Manager – Private Wealth Channel

Distribution Sales | Bangalore

LOCATION Bangalore

GRADE Manager

EXPERIENCE 5–7 Years

REPORTS TO Head – Bangalore

FUNCTION Distribution Sales

CHANNEL Private Wealth

ABOUT THE ROLE

DSP Mutual Fund is looking for a driven Relationship Manager to own and grow our Private Wealth distribution business in Bangalore. This is a high-visibility, relationship-first role for someone who has operated inside the private wealth ecosystem and can bring that network, credibility, and market feel to represent DSP with private bankers, wealth teams, and family offices.

WHAT YOU'LL DO

— Own and grow DSP's Mutual Fund business across the Private Wealth channel in Bangalore, spanning private banks, wealth management firms, and family offices

— Build and deepen relationships with private bankers, wealth RMs, and family office desks to become their go-to AMC partner for HNI/UHNI portfolios

— Run regular engagement — product training, market updates, portfolio reviews — that keeps DSP top-of-mind with wealth partners

— Drive incremental net sales and grow AUM across your assigned private wealth relationships

— Track partner-wise performance and spot white-space opportunities across the Bangalore private wealth market

— Bring market intelligence and partner feedback back to the regional and category teams

— Uphold the highest standards of compliance and sales conduct in every channel interaction

WHAT WE'RE LOOKING FOR

— 5–7 years of experience in Private Wealth / PMS / family office distribution, with strong, established relationships across the Bangalore private wealth market

— Prior background working with a private bank, wealth management firm, PMS provider, or family office — comfortable operating in a high-touch, high-ticket relationship environment

— Strong grasp of mutual fund products, PMS/AIF constructs, and capital markets

— A track record of winning mindshare with private bankers and wealth RMs who have multiple AMC and product options on their shelf

— Sharp relationship-management instincts and confident stakeholder communication with HNI/UHNI-facing teams

— Self-starter energy — comfortable owning a market and driving it independently

— Working knowledge of MS Office (Excel, Word, PowerPoint)

— NISM Series V-A certified, or willing to complete certification before joining

QUALIFICATION

— Post-Graduate degree; MBA preferred