Mutual Fund Representative (Retail sales Area Manager)

About the company

LIC Mutual Fund

LIC Mutual Fund endeavors to create value for its investors by adopting innovative and robust investment strategies, catering to all segments of investors.

Role-

Locations-

JOB INTENT

The position relies on relationship building and consultative selling. Researching and identifying sales

opportunity, generating leads, target identification and classification. Reaching out to new customers

and making presentations or pitches outlining the benefits of the product. This position reports to

Regional Head.

Job Specifications

Relevant MF Retail Sales experience of 8 -10 years

Preferably MBA from a reputed Institute (not Mandatory)

Current good Networking with IFAS of the area

Self-managed, highly driven by relationship management and revenue generation.

JOB RESPONSIBILITIES

Responsibility to achieve the overall area office Retail Sales targets (AUM targets & Market share)

and facilitate growth through the development & implementation of an effective sales and

marketing strategy as cascaded from the Corporate Sales and marketing team.

Specifying market requirements for current and future products by conducting market research

for the respective area office supported by on-going visits to clients

Plan a strategic and feasible layout of the potential mapping of the entire area office. This should

be done in alignment with the overall corporate plan.

Achieve the targets as set by your reporting Manager which would change from time to time and

would be communicated to you as decided by the Management

Maintaining relationship with all potential and existing clients of the territory under his/her scope

of supervision.

Ensuring proper servicing and after sales support to clients

Data reporting to management and gathering market intelligence

Support and contribute towards the Area's revenue and profitability targets

Build new clients and add market share as per targets set with your reporting Manager.

Increase the market reach in and around the territory

Gather competitive information and assimilate the same for further analysis

Researching the market and related products;

Presenting the product in the right light and in a structured professional way face-to-face.

Ensuring all Compliance standards are met with while selling the product or reporting the product

sale