Relationship Manager

India·Jabalpurmid

OtherRelationship Manager

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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 Jabalpur 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 Jabalpur
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 branch targets and driving sales trough team
Identify, hire and nurture talent

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)

What is the prior experience expected?