Relationship Manager

Kotak Mahindra Asset Management Company

3 - 5 years

5 - 6 Lacs

thiruvananthapuram

Posted:1 week ago| Platform:

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Skills Required

mutual funds nism amc mutual funds sales mf asset management mutual fund distributor

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Role & Responsibilities

Engage with distributors (IFAs, Banks, NDs) to drive sales and deepen relationships.
Manage direct selling efforts for HNI clients in the assigned territory.
Identify market opportunities and onboard new clients and IFAs.
Strategize and implement business plans for area growth and distributor performance.
Reactivate and expand relationships with non-active distributors.
Oversee branch Investor Relations (IR) and Direct Sales (DS) activities with support staff.
Conduct brand-building and relationship management initiatives to enhance visibility and goodwill.

Job Requirements

Minimum
3 years of experience
in mutual fund sales or investment product distribution.
Proven track record of
client value creation
and sales performance.
Strong communication, presentation, and client engagement skills.
Sound knowledge of
mutual fund products
and
capital markets
.
Self-starter with a proactive and target-oriented approach.
AMFI certified NISM VA
is mandatory.

Educational Qualifications

MBA/PGDM in
Finance and/or Marketing
.
Deep understanding of investment products and financial advisory.

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