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Relationship Manager
2 weeks ago
Job Role & Responsibilities
- Engage with distributors (IFAs, Banks, NDs) to drive sales and deepen relationships.
- Manage direct selling efforts for HNI clients in the assigned territory.
- Identify market opportunities and onboard new clients and IFAs.
- Strategize and implement business plans for area growth and distributor performance.
- Reactivate and expand relationships with non-active distributors.
- Oversee branch Investor Relations (IR) and Direct Sales (DS) activities with support staff.
- Conduct brand-building and relationship management initiatives to enhance visibility and goodwill.
Job Requirements
- Minimum 3 years of experience in mutual fund sales or investment product distribution.
- Proven track record of client value creation and sales performance.
- Strong communication, presentation, and client engagement skills.
- Sound knowledge of mutual fund products and capital markets.
- Self-starter with a proactive and target-oriented approach.
- AMFI certified NISM VA is mandatory.
Educational Qualifications
- MBA/PGDM in Finance and/or Marketing.
- Deep understanding of investment products and financial advisory.
