Mutual Fund Representative

1 week ago


Vadodara, Gujarat, India PluginLive Full time ₹ 8,00,000 - ₹ 24,00,000 per year

About the company

LIC Mutual Fund
is one of the well-known players in the asset management sphere. With a systematic investment discipline coupled with a high standard of financial ethics and corporate governance, it is emerging as a preferred Investment Manager amongst the investor fraternity.

LIC Mutual Fund endeavors to create value for its investors by adopting innovative and robust investment strategies, catering to all segments of investors.

Job Descriptio

nRole
- Area Manager –Retail Sales- AMC background preferred

.Locations-
Nasik, Goa, Vadodara, Jabalpur and Pimpri Chinchwad

**.

JOB INTE**

NTThe position relies on relationship building and consultative selling. Researching and identifying sal

esopportunity, generating leads, target identification and classification. Reaching out to new custome

rsand making presentations or pitches outlining the benefits of the product. This position reports

toRegional Hea

**d.

Job Specificati**

ons
• Relevant MF Retail Sales experience of 8 -10 ye

ars
• Preferably MBA from a reputed Institute (not Mandato

ry)
• Current good Networking with IFAS of the a

rea
• Self-managed, highly driven by relationship management and revenue generati

**on.

JOB RESPONSIBILI**

TIES
• Responsibility to achieve the overall area office Retail Sales targets (AUM targets & Market sh

are)and facilitate growth through the development & implementation of an effective sales

andmarketing strategy as cascaded from the Corporate Sales and marketing t

eam.
• Specifying market requirements for current and future products by conducting market rese

archfor the respective area office supported by on-going visits to cli

ents
• Plan a strategic and feasible layout of the potential mapping of the entire area office. This sh

ouldbe done in alignment with the overall corporate p

lan.
• Achieve the targets as set by your reporting Manager which would change from time to time

andwould be communicated to you as decided by the Manage

ment
• Maintaining relationship with all potential and existing clients of the territory under his/her s

copeof supervis

ion.
• Ensuring proper servicing and after sales support to cli

ents
• Data reporting to management and gathering market intellig

ence
• Support and contribute towards the Area's revenue and profitability tar

gets
• Build new clients and add market share as per targets set with your reporting Mana

ger.
• Increase the market reach in and around the terri

tory
• Gather competitive information and assimilate the same for further anal

ysis
• Researching the market and related produ

cts;
• Presenting the product in the right light and in a structured professional way face-to-f

ace.
• Ensuring all Compliance standards are met with while selling the product or reporting the product

sale



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