Relationship Manager- Mutual Fund Sales

3 weeks ago

Lucknow, India Onxx Staffing Solutions Full time

Relationship Manager - Mutual Fund Sales

  1. Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters

  3. Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location

  5. Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with the respective RM/BM of the bank branch in the location handled

  7. Maintain discipline of daily call routines and tracking of the business meetings

  9. Adherence to AMC norms, values, integrity, passion for client service

  11. Product and process knowledge to influence WM channels to use AMC solutions to drive their business objectives Regularly keep updated on various functional initiatives

  13. High customer orientation with good communication & influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders

  15. Actively working towards implementing processes and ideas for increasing the volumes of channel partners handled

  17. Responsible for building relationships with RMs/ Cluster heads of PSU/Private/MNC Banks and sourcing business for AMC funds

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