Relationship Manager

4 - 9 years

6 - 12 Lacs

Pune, Hyderabad, Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

Apply

Skills Required

Mutual Funds Sales HNI Sales amfi wealth manager Banca Mutual Funds nism Third Party Products Priority Banking HNI Client Handling Banking Sales Wealth Management Investment Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Responsible for Sales 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenario 5. Responsible for Distributor Servicing for the assigned distributors 6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc. 7. Should be able to close the sales call by working closely with more experienced sales representative in case of need required 8. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market 9.Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall 10.Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis 11.Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location 12.Coordination with the Admin/Finance team for any distributor payout in terms of creation and

Mock Interview

Practice Video Interview with JobPe AI

Start Mutual Funds Sales Interview Now
Waytogo Consultants
Waytogo Consultants

Consulting

San Francisco

50 Employees

82 Jobs

    Key People

  • Jane Doe

    CEO
  • John Smith

    COO

RecommendedJobs for You

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

Mumbai, Maharashtra, India