Relationship Manager

Job Requirements

• Engaging with distributors (IFA / Banks / NDs) 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
• Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RMs 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

Qualification & Certification

• Graduation/Post Graduation in Finance and/or Marketing
• AMFI certification NISM VA Mutual Fund Distributors Certification

Experience Requirements

• 1 to 2 years of relevant MF sales experience.
• Domain knowledge of investments products/mutual funds necessary.