Virtual Relationship Manager

Job highlights

• Skills needed: . NISM VA Certified .
• Qualification required: . Any Post Graduate degree
• Candidates with specialization in Finance will be preferred
• Experience: . We are looking for a candidate with 2 years of experience in Mutual Fund sales

Objective of the role:

• Responsible for Relationship management and handling MF sales through Mutual Fund Distributors(MFDs)
• Ensuring IFA activation and focus on MF products to increase market share of DSP
• Conduct regular meetings with MFDs and their clients and keep them updated on our product and services. Mainly through online meeting platforms, phone calls, email, WhatsApp etc.
• Build AUM and Market Share by ensuring better brand recall and mindshare for DSPAM
• Provide feedback and competitor activities for improvisation
• Training IFAs and building their knowledge levels through training/workshops on DSP products and Services.
• Ensuring 100% compliance of regulatory matter including EUIN and ARN with timelines

Skills needed:

• NISM VA Certified
• Knowledge of Equity & Fixed Income
• Excellent communication skills.
• Ability to influence and convince stakeholders
• Strong knowledge of Microsoft Office (Word, Excel & PPT)

Experience:

• We are looking for a candidate with 2 years of experience in Mutual Fund sales

Qualification required:

• Any Post Graduate degree. Candidates with specialization in Finance will be preferred.