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Relationship Manager - Mutual Fund

1.00 to 6.00 Years   Ahmedabad   04 Mar, 2024
Avani Consulting
Job LocationAhmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Position :Relationship Manager - Mutual FundsB2B Role:Job description. Key Accountabilities1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors4. Responsible for providing best in class service for the assigned distributors5. Should be sensitive to their needs in terms of Product Updates, Query resolution and ensure proper follow up etc.6. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business7. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market8. Create brand awareness by organizing events, conferences, product sessions for distributors for top-of-the-mind recall9. Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basisB2C Role:Job descriptionTo up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clienteleAchieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to the client /HNI customers Providing Investment planning and advice.Achieving sales and revenue targets spread across product mixOne point contact for the assigned customerAcquisition & Servicing of HNI/UHNI customers.Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.Interested candidate can share their resume on hidden_emailWith regards,AbhijitAvani Consulting,contact me @ hidden_mobile or share your updated CV to hidden_email

Keyskills :
wealthnismacquisitionasset management companiesequityportfoliohni

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