Quick Summary
Overview
What is the roles objective?• Responsible for Relationship Management and handling Mutual Fund sales through assigned retail channels (Banks, IFA’s and National Distributors) in Indore• Develop and maintain relationship with clients and all channel partners and increase market share for…
Technical Tools
excelms-office
What is the roles objective?
• Responsible for Relationship Management and handling Mutual Fund sales through assigned retail channels (Banks, IFA’s and National Distributors) in Indore
• Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM
• Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain
• Responsible to empanel and activate new distributors
• To build a long term core assets through incremental net sales
• Develop and maintain relationship with clients that will generate future sales and repeat business
• Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions.
• Assist the team leader/ reporting manager in making presentations
• Execute the sales plans and meet the set targets
• Responsible for Relationship Management and handling Mutual Fund sales through assigned retail channels (Banks, IFA’s and National Distributors) in Indore
• Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM
• Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain
• Responsible to empanel and activate new distributors
• To build a long term core assets through incremental net sales
• Develop and maintain relationship with clients that will generate future sales and repeat business
• Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions.
• Assist the team leader/ reporting manager in making presentations
• Execute the sales plans and meet the set targets
What skills do you need to posses?
• NISM – Advisory module qualified
• Has capital market knowledge and relevant experience of the industry
• Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating.
• Working knowledge of Microsoft Office (Excel, Word and Power Point)
• NISM – Advisory module qualified
• Has capital market knowledge and relevant experience of the industry
• Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating.
• Working knowledge of Microsoft Office (Excel, Word and Power Point)
What is the prior experience expected?
• 3-5 years of relevant exposure in financial services industry with good knowledge of the Mutual Fund industry.
• 3-5 years of relevant exposure in financial services industry with good knowledge of the Mutual Fund industry.
What qualification you should have?
• Graduate. MBA (Finance or Marketing) would be preferred
• Graduate. MBA (Finance or Marketing) would be preferred
Location & Eligibility
Where is the job
Indore, India
On-site at the office
Who can apply
IN
Listing Details
- First seen
- May 6, 2026
- Last seen
- May 8, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 49%
- Scored at
- May 6, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application · ~5 min on dspim's site
Please let dspim know you found this job on Jobera.
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