Channel Sales - Relationship Manager (Mutual Fund)

Department: Sales

Channel: Multi Channel

Role: Relationship Manager

Job Role

• Engaging with distributors (IFA / Banks / ND’s) to garner sales.
• Manage direct selling to cater to the HNI customers in the area.
• Leverage on market opportunities and develop new client relationships and accounts
• Identify & empanel new IFA in the area.
• Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion
• Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors
• Handle branch IR & DS activities with the help of office staff / trainee
• Relationship management and brand building exercises that enhance visibility and goodwill

Job Requirements

• 4-6 years of relevant selling experience.
• Proven track record of client value creation
• Exemplary communication and client engagement skills
• Domain knowledge of investments / mutual funds necessary.

Educational Qualifications

• MBA/PGDM – Finance and/or Marketing
• The candidate must have good communication & presentation skills.
• The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products.
• The ideal candidates should have knowledge of Capital Markets & value creation for clients.
• Self-starter, proactive & target oriented behavior will be appreciated.
• AMFI certified – NISM VA (Mandatory)