Relationship Manager

1 - 15 years

0 Lacs

Posted:4 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager in the Sales & Distribution Wealth Management/Asset Management domain within the BFSI industry, your role will involve driving mutual fund sales, cultivating strong client relationships, expanding distribution channels, and ensuring the achievement of business targets. Your responsibilities will include: - Driving sales of mutual fund products to meet monthly, quarterly, and yearly business plans. - Acquiring new clients through networking, references, open market activities, and channel partners. - Building and maintaining strong relationships with investors, distributors, banks, and institutions. - Coordinating with internal teams and branches to ensure smooth business operations. - Conducting Investor Awareness Programs (IAPs) to enhance product knowledge and client engagement. - Ensuring compliance with sales processes, regulatory frameworks, and adherence to standards. - Identifying opportunities for upselling and cross-selling with existing customers. - Maintaining high levels of customer satisfaction to secure repeat business. Qualifications required for this role include: - Minimum 1 year of sales experience in the BFSI or Asset Management industry. - NISM Series V-A Certification is mandatory and should be clearly mentioned in the CV. - A Bachelor's degree is the minimum educational qualification. - Strong communication and presentation skills are essential. - Ability to work both independently and as part of a team effectively. Additionally, the role may involve skills such as sales management, business operations, channel partner engagement, and drive, among others. Please note that the specific job location and employment type details were not provided in the job description.,

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