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Relationship Manager-(Mutual Fund, Corporate FDs)

2.00 to 7.00 Years   Jamshedpur   03 Sep, 2023
Privilege Consultant
Job LocationJamshedpur
EducationNot Mentioned
SalaryRs 3.5 - 7 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    LOCATION:
    • Kolkata-5
    • Guwahati-3
    • Lucknow-5
    • Vananasi-2
    • Kanpur-2
    • Patna-3
    • Jamshedpur-2
    • Siliguri-2
    For Most Reputed NBFC/BankingProduct: Mutual Fund & Corporate FDsAge is not below than 25 yrs and Maximum 40Qualification:-GraduateJOB DESCRIPTION
    • Direct FD/SIP Business Mobilisation to meet 2x of cost.
    • Channel Management- Need to recruit & manage IFAs- Independent Financial Advisors( Commissioned Agents) & handle 5-10 MMFSL Branches
    • Ideal candidate should have Min. 2+ years of experience in handling a Channel & Direct business mobilization.
    Job Title: Relationship Manager Financial Products DistributionJob Holder Name: Dept: Financial Products DistributionReports To: Regional Manager Financial Products Distribution Location: Regional Offices1: Job Purpose Statement (Summarise in one/two statements why this job exists and the contribution makes to the overall business of the company).To cross-sell mutual funds, fixed deposit, bonds/NCDs & other financial products business to existing set of customers, new customer acquisition through corporate and BTL activities in the assigned geography.2: Duties & Responsibilities ( List in the order of importance the duties & responsibilities of this job)Sourcing customers for Mutual funds & Corporate FDs within the assigned region.Cross Sell and Up Sell existing set of mapped customers.Create gateway for corporate investmentsIncreasing overall Mutual Fund AUMAdd new customers in FPD channelMarket Analysis, Sales Scripts, One-off research briefings as well as crisis communication.Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted.3: OrganizationalRelationship (Provide an organizationalchart which illustrates the organizationalstructure above and below this position).Zonal Manager Financial Product DistributionRegional Manager Financial Product DistributionRelationship Manager Financial Product Distribution4: Key Challenges (List the key tasks performed to support the main objectives of the position).Identify prospectsCovering demographics.5: Decision Making Authority (Describes the type of decisions made alone, those on which the manager must be consulted, those referred to a higher level, and job procedures to be followed).NA6: List of internal and external stakeholders the role is expected to interact with to execute duties effectivelyInternal IT Team, Business Excellence, Investment product distributionExternal AMC and MIBL.7: Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position).Professional QualificationSkills and KnowledgeCompetenciesMBA/ Graduate with 4+ years of Sales and Marketing post qualification relevant experienceAnalytical skillsCommunication skillsDecision Making skillsGood market knowledgePositive AttitudeConvincing skillsSalary package will be Rs 3.60 to 6.50 LacsContactRupeshhidden_mobileMail: hidden_email

Keyskills :
sipdirect salessalesmutual fundsbusiness developmentmarketingfixed deposits

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