Distribution

Relationship Manager

Ajmer, Rajasthan
Work Type: Full Time

Objectives of the role:


  • Responsible for Relationship Management and handling Mutual Fund sales through channel partners.
  • Develop and maintain relationships with clients & channel partners and increase market share for                 DSPIM
  • Conducting meetings with clients/associates, understanding their needs and providing relevant                     feedback up the chain
  • Build a long-term core assets through incremental net sales
  • Increase collection with higher market share from the present level and enhance brand recall for DSPIM
  • Develop and maintain relationships with clients that will generate future sales and repeat business
  • Refer client feedback and competitor activities and provide quick feedback up the chain  
  • Assist the team leader/ reporting manager in making presentations
  • Execute the sales plans and meet the set targets

Skills required:

  • Knowledge of capital markets and other financial products
  • Strong product knowledge
  • Business Acumen
  • Understanding of the Sales Process
  • Influence clients and stakeholders
  • Network and use market intelligence for increasing reach in the market
  • Familiarity with Microsoft Office

Prior experience needed:

  • 5+ years of relevant experience

Qualifications:

  • MBA or any equivalent qualification

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