RM-MFD Channel
4 weeks ago
Designation- Relationship Manager – MFD
Location- Bangalore
Purpose of the Job: Responsible for Driving Sales and increasing Market share (Equity & Fixed Income) from Mutual Fund Distributors / Registered Investment Advisors in assigned location/branch.
Key Responsibilities:
Critical:
1. Good knowledge of investment options available in mutual fund space across various asset classes Debt, Equities, Hybrid etc.
2. Increasing market share and AUM share in the assigned markets by identifying, building, and maintaining relationships with the existing and new distributors and achieving the targets given.
3. Product and process knowledge to enable MFDs meet the clients and sell companies funds.
4. Good communication & influencing skills to communicate with various stakeholders and generate business from MFDs.
Routine:
1. Handling sales through Mutual fund distributors.
2. Filling in timely reports using CRM and internal sales force.
3. Liaison and synergize with various internal departments and contribute to sales.
4. Adherence to companies norms, values, integrity, passion for client service.
# Educational Qualifications: Any Graduation/MBA
# Additional Certifications/Trainings (desirable): NISM/AMFI
# Prior Experience: 6 years of experience in sales preferably in any AMC or in other financial company
# Domain Knowledge: Basic understanding of Mutual Funds/Financial Products
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