Mutual Funds-Assitant Manager

Role & responsibilities

Role: Assistant Manager Mutual Funds - Client Management.

Company: PhillipCapital India

Department: Mutual Funds and Third Party product distribution.

Location: Mumbai

Qualification: Graduate in management or related disciplines.

Experience: Fresher graduates

Purpose:

The Incumbent shall be responsible for support existing MF business for the company within

the realm of mutual funds and developing new client base for the company.

Detailed job description:

1) Driving MF Products

• • The incumbent shall be responsible for handling and acquiring HNI/Retail customers.
• • Responsible to manage existing set of clients and channel partners and help drive
• business from allotted.
• • Help team partners with client transactions and other documentation procedure.
• • Responsible for meeting targets in a personal capacity as per pre-defined company
• benchmarks.
• • Manage relations with internal teams.

2) Cross selling

• Cross Sell products like Corporate Deposits, Insurance, Bonds, Equity Advisory and
• PMS to select clients.
• Responsible for meeting cross sales targets for the year.

3) General

• Ensuring high quality service to clients and keeping the interest of the client first.
• To ensure client and partners comply with rules set by SEBI/AMFI across domains.

Skills Required:

1) A wide understanding of products being offered and good understanding of AMC

operation process is must.

2) Need to understand the broader strokes of market.

3) Ability to communicate well and have a high level of confidence.

4) Good business sense and passing understanding of all financial products.

5) Should be proficient in MS Word, PowerPoint and should be extremely well versed in MS

Excel.

6) Sound technical knowledge of inner workings of Mutual funds.

7) Should be good and skilled with applications on mobile and internet.