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Relationship Manager

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  • 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

Requirements

  • 3 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 behaviour will be appreciated
  • AMFI certified - NISM VA

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