Relationship Manager

3 weeks ago

Delhi, India UTI Asset Management Co (UTI AMC) Full time

Job Description

Industry Type: Financial Services

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales

Job Purpose:

To execute marketing strategies and drive business development efforts in the allocated territory with a focus on increasing Assets Under Management (AUM) and expanding the investor base for UTI Mutual Fund schemes.

Key Responsibility Areas:

- Business Growth & AUM Expansion:
- Drive an increase in AUM by achieving and surpassing sales targets for funds mobilized.
- Ensure business growth through effective territory management and market penetration.
- Promotion & Product Knowledge:
- Actively promote UTI Mutual Fund schemes and educate clients on mutual fund products and industry trends.
- Provide training and conduct knowledge sessions for agents and advisors.
- Investor Engagement & Support:
- Increase the number of retail investors through targeted marketing and outreach.
- Support and guide distribution channels, including Individual Financial Advisors (IFAs).
- Market Intelligence & Strategy Development:
- Collect and analyze feedback from distributors and investors to improve service and offerings.
- Formulate branch-specific strategies based on regional dynamics and investor behavior.
- Events & Training:
- Organize investor meets, agent meetings, and finance fairs to enhance visibility and investor education.
- Conduct training and knowledge transfer sessions to equip agents with updated market insights and product knowledge.
- Administrative & Operational Responsibilities:
- Ensure timely collection of funds and smooth branch administration.
- Maintain high levels of alertness to market changes and evolving customer demands.

Desired Candidate Profile:

- Education:
- UG: Any Graduate
- PG: Any Postgraduate

- Key Skills:
- Retail sales experience in financial products
- Good understanding of mutual funds and investment products
- Strong communication and interpersonal skills
- Ability to manage and motivate a sales force
- Market awareness and analytical ability

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