Relationship Manager
4 weeks ago
Opening is for Multiple Location:
Pune and ROMG - 5 years to 8 years of PMS, AIF, Sales Distribution
Ahmedabad (Gujarat & MP) - 5 years to 8 years of PMS, AIF, Sales Distribution.
JOB DESCRIPTION
Reporting to – National Sales Head
Designation as per total work experience
Qualification: Graduation / PG (Preferably Sales, Finance, Marketing)
Background: From an AMC only (MF, AMC or PMS, AIF, Distribution)
This description outlines a comprehensive role in wealth management and distribution, emphasizing client relationship management, market penetration, and team leadership. To summarize the main responsibilities:
AUM Growth through Relationships : Build and maintain relationships with key partners like national distributors, banks, and direct clients to drive Assets Under Management (AUM) growth.
Promotion & Brand Strategy : Plan and implement targeted promotional strategies to increase market penetration and brand visibility at both the investor and distributor levels.
Channel Strengthening & Training : Strengthen distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.
Operational Compliance : Ensure seamless branch operations with strict adherence to regulatory compliance.
Sales of PMS to HNIs : Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments, including banking, non-banking, institutional, and offshore investors.
Relationship Management with Intermediaries : Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors (IFAs) to generate business across the region.
Mandatory NISM Courses:
NISM Series XXI-A: Portfolio Management Services (PMS) Distributors
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