Assistant Manager

Role & Responsibilities

• Branch Coordination: Coordinate with branches in the region/circle/RBO/location to drive sales initiatives and meet business objectives.
• Sales Accountability: Assume full ownership of all sales activities and performance in the assigned branch/location.
• Mutual Fund Sales: Sell MF products across identified locations and surrounding areas while ensuring strong relationship-building for repeat sales.
• Customer Acquisition: Prospect new clients through acquisition, networks, databases, references, and open market opportunities.
• Channel & Partner Management: Liaise with investors, distributors, banks, and institutions to sell/target specific schemes as guided by the Business Head.
• Investor Awareness Programs: Plan, coordinate, and organize investor awareness programs to enhance product understanding and brand visibility.
• Relationship Management: Build and nurture long-term customer relationships, ensuring customer satisfaction and repeat business.
• Key Account Penetration: Target and penetrate key accounts while identifying upselling/cross-selling opportunities.
• Process Adherence: Ensure strict compliance with sales processes, regulatory requirements, and organizational guidelines.
• Business Targets: Achieve monthly, quarterly, and yearly sales/business plans.
• Channel Development: Develop and expand channels and networks to maximize channel sales.

Skills & Competencies

• Quick thinking and strong problem-solving skills
• Ability to work independently and collaboratively as a team player
• Excellent communication, active listening, and presentation skills
• Strong account management and relationship-building abilities
• Deep understanding of mutual fund products and competitive landscape
• Thorough knowledge of regulatory frameworks and taxation laws
• Customer-focused, result-oriented approach with a positive attitude
• Strong networking and channel development skills