Relationship Manager

India·Gandhinagarmid

OtherRelationship Manager

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Quick Summary

Overview

Objectives of the Role: • Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients• Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM• Conducting meetings with…

Technical Tools

excelms-office

Objectives of the Role:

• Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients
• 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.
• Develop and maintain relationship with clients that will generate future sales and repeat business
• Build 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.

• Execute the sales plans and meet the set targets

Skills Required:

• 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)

• Positive attitude, self-motivated and confident

• NISM VA certified or can complete certification before joining

Years of Experience:

• Candidate with 3+ years of experience.

Qualification:

• Any Graduate/Post Graduate degree