Relationship Manager

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