Relationship Mgr-Mutual Fund Retail Sales

22 hours ago

Bengaluru, Karnataka, India Talent Leads Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per year


Job Description:
POSITION: Relationship Manager – Retail Sales
Reports to (Position): Channel Head/Cluster Head/Zonal Head – Retail Sales
Position Purpose: Working with distributors across assigned channels to achieve continuous and sustained
subscription to organization's funds. Ensuring adequate mix of product sales to achieve set sales targets.

Principal Accountabilities:

Generating Business
 Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.
 Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so targets are met.
 Maintain call reports and implement the sales process of the organization.

Building positive relationships with channel partners

 Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales.
 Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.
 Ensure our distributors have a detailed understanding of our funds & products.
 Offer support to channel partners on marketing material, product information,investment strategies, investment outlook and joint calls with prospective investors.
 Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.
 Identify, research, and contact prospective distributors to build positive relationships
that will generate future sales and repeat business Sales support & market intelligence
 Provide sales support to existing and new relationships, respond to more complex customer enquiries.
 Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.

Knowledge, Skills, Competencies, and Certifications

 Excellent interpersonal skills, communication & presentation skills
 Well entrenched & networked in the local AMC market
 Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.
 Effective knowledge of MS Word, Excel, and PowerPoint
 Aptitude for building positive relationships

Certifications
 
 NISM Series V - Mutual Funds Distributor Module certified (required)
 NISM PMS XXIA module certification (desired)

Competencies

 Excellent Communication – communicates with confidence
 Collaboration
 Innovation & Continuous Improvement
 Client centricity

Attributes

 A positive, go-getter attitude & acts as a part of a team.
 Display entrepreneurial drive, passion and enthusiasm.
 Focuses on clients

Preferred Industry

Experience

 Financial Services preferably Mutual Fund sales
 5-10 years of experience

  • Hiring || RM- Mutual Funds Sales

    7 days ago

    Bengaluru, Karnataka, India Avani Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Hiring || RM- Mutual Funds Sales - Banca channel ON RoleMinimum 1 Year Mutual Funds Sales Experience required.Roles and Responsibilities :-To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue...

  • Mutual Fund Representative- Regional Retail Sales Manager

    5 days ago

    Bengaluru, Karnataka, India PluginLive Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job DescriptionRole:Regional Manager – Retail Sales (AMC Background Preferred)Locations:Kerala – ErnakulamKarnataka – BangaloreJob IntentThe role involves driving retail mutual fund sales through strategic relationship management, consultative selling, and market expansion. The position focuses on achieving AUM growth, market share, and profitability...

  • Hiring || RM-Mutual Funds Sales

    3 days ago

    Bengaluru, Karnataka, India Avani Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Hi,Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON RoleMinimum 1 Year Mutual Funds Sales Experience required.Roles and Responsibilities :-To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and...

  • Mutual Fund Advisor

    7 days ago

    Bengaluru, Karnataka, India Brainwire Analytics Full time ₹ 4,20,000 - ₹ 6,00,000 per year

    We are looking for a proactive and client-focused Wealth Manager to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data, meeting...

  • Senior Content Marketing Manager

    1 day ago

    Bengaluru, Karnataka, India Capitalmind Mutual Fund Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Senior Content Marketing ManagerCompany: Capitalmind Asset Management Private LimitedLocation: Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial Services...

  • Relationship Manager

    2 weeks ago

    Bengaluru, Karnataka, India Axis Asset Management Co Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager Job Title- Relationship Manager Division & Department- Sales, Retail Sales Location- Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr customers and associates with highest humility across 100 cities. Our success is...

  • Relationship Manager

    1 week ago

    Bengaluru, Karnataka, India Avani Consulting Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Greetings from avani Consultancy We are hiring for top AMC.Role & responsibilitiesCEC - customer engagement Channel - Relationship Manager (B2C)Responsibilities:-• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.• Achieving the business targets assigned in...

  • Sr Sourcing MGR @ Bangalore

    2 weeks ago

    Bengaluru, Karnataka, India CAREERMARK6 Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    Looking for Sr SOURCING MGR for an international RETAIL BRAND @ Bangalore Exp : yrs / OpenSal; inr L pa / nego Mail at & Required Candidate profileStrengths in sourcing SWIM / PERFORMANCE WEAR is a must.

  • Bpo Team Lead/Mutual Fund

    2 weeks ago

    Bengaluru, Karnataka, India Selectica International Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Total 4 yrs out of this 1yr TL exp in Mutual FundSLA, AHT, Attrition, Shrinkage, CSAT, QualityImmediate JoinerGraduateCall/ WhatsApp cv to Sri Neha Required Candidate profileWork From Office-Bangalore..1yr TL exp in Mutual FundCall/ WhatsApp cv to Sri Neha Must Knows-English and HindiFemale candidate Perks and benefitsPF & ESIC plus Good Leave policy

  • Openings For Mutual Funds

    2 weeks ago

    Bengaluru, Karnataka, India Careernet Full time ₹ 27,000 - ₹ 36,000 per year

    Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below.Role: Executive/Sr. ExecutiveLocation: Bangalore ( Koramangala)Salary : 2.25 to 3lpaWork Schedule(# of Working Days): 6 Days working and 1 day fixed offWork Timing: Day shifts (Should be flexible for Rotational shifts if...