Relationship Manager-ND

3 - 7 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an individual in this role, you will be responsible for engaging with distributors (IFA / Banks / ND's) to garner sales and managing direct selling to cater to the HNI customers in the area. Your key responsibilities will include leveraging market opportunities, developing new client relationships and accounts, identifying & empaneling new IFA in the area, and planning, developing, and implementing business strategies for overall growth of the allocated area, distributors, and bank RM's. Your objective will be to improve sales and enable business expansion. Additionally, you will be expected to enlarge the scope of existing Distributor relationships, penetrate deeper into Non-Active Distributors, and handle branch IR & DS activities with the help of office staff / trainee. Relationship management and brand building exercises to enhance visibility and goodwill will also be part of your role. Qualifications Required: - 3 years of relevant selling experience - Proven track record of client value creation - Exemplary communication and client engagement skills - Domain knowledge of investments / mutual funds necessary Educational Qualifications: - MBA/PGDM in Finance and/or Marketing - Good communication & presentation skills - Experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products - Knowledge of Capital Markets & value creation for clients - Self-starter, proactive & target-oriented behaviour will be appreciated - AMFI certified - NISM VA Kindly note that the above qualifications and requirements are essential for success in this role. As an individual in this role, you will be responsible for engaging with distributors (IFA / Banks / ND's) to garner sales and managing direct selling to cater to the HNI customers in the area. Your key responsibilities will include leveraging market opportunities, developing new client relationships and accounts, identifying & empaneling new IFA in the area, and planning, developing, and implementing business strategies for overall growth of the allocated area, distributors, and bank RM's. Your objective will be to improve sales and enable business expansion. Additionally, you will be expected to enlarge the scope of existing Distributor relationships, penetrate deeper into Non-Active Distributors, and handle branch IR & DS activities with the help of office staff / trainee. Relationship management and brand building exercises to enhance visibility and goodwill will also be part of your role. Qualifications Required: - 3 years of relevant selling experience - Proven track record of client value creation - Exemplary communication and client engagement skills - Domain knowledge of investments / mutual funds necessary Educational Qualifications: - MBA/PGDM in Finance and/or Marketing - Good communication & presentation skills - Experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products - Knowledge of Capital Markets & value creation for clients - Self-starter, proactive & target-oriented behaviour will be appreciated - AMFI certified - NISM VA Kindly note that the above qualifications and requirements are essential for success in this role.

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