Relationship Manager

Responsibility for achieving sales targets of BOI MF by developing all the channels and acquiring investors through Banks/MFDs/RDs/NDs.

Reporting to: Cluster Head

Role Responsibilities

• Help to meet the target mobilization of assets under each of the products as per the Business plan through active engagement with all the channels.

• Co-ordinate and connect with all the distributors/Bank and to achieve the assigned target.

• Responsible for business generation and scaling up business relationships as per as the assigned targets.

• Responsible for managing the day to day distributor/Bank operations , query resolution, and backend coordination to ensure seamless sales execution and business continuity.

• Being responsible for providing full time support to team members to help them achieve business targets.

• Activate new distributors in the location.

• Responsible for conducting IAPs and product related training sessions for distributors/Bank.

• Plan engagement activities with distributors/Bank through meets, presentation and mailers etc. on a regular basis.

• Reporting of daily MIS to reporting Manager.

• Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.

• Be responsible to follow all the rules and regulations as per company policies and SEBI guidelines in selling of Mutual fund schemes.

  Qualification Skillsets

• Preferably a Postgraduate / MBA in Marketing / Sales

• NISM Mandatory V A

Industry : Asset Management

Job Locations : As per Given location

Traits Required:

• Ability to work as a team member with minimum supervision and has desire to build a career in sales.

• Target oriented/aggressive sales skills, self-motivated, capable of handling and guiding a team.

• Excellent in presentation, verbal and written communication skills.

• Market savvy aware of key developments about the financial markets.

• Strong business acumen and commercial sense.

• Good understanding of retail financial services, preferably in mutual funds.

  Who can apply :

• Candidate with minimum 3 to 5 years of AMC retail experience.

• Excellent at business communication skills. (verbal written)

• Advantage would be over 3 years of experience in servicing Banking channel management of Mutual Fund Sales

  Salary Benefits offered:

To be discussed during interview.

Gender: No preference

Age: Upto 30 to 25 years of age

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.