Relationship Manager

Kotak Mahindra Asset Management Company

3 - 8 years

4 - 8 Lacs

rohtak

Posted:3 days ago| Platform:

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Skills Required

mutual funds sales nism

Work Mode

Work from Office

Job Type

Full Time

Job Description

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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