Relationship Manager Equity Mutualfund

1 week ago


Kakkanad Kochi Kerala, India Choice Equity Broking Pvt. Ltd Full time ₹ 4,20,000 per year

Roles & Responsibilities :

  • Experience In B2B Sales.

  • Empanel with distributors to sell the Portfolio Management Schemes.

  • Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel, and direct clients, as outlined.

  • Handling channel and client queries.

Strategy Planning :

  • Achieve set targets through designed strategy.

  • Keep monitoring & review strategy on ongoing basis.

Internal Coordination :

  • Liaising with senior management to arrive at clear objectives for the department.

  • Resource planning.

  • Liaising with investment teams to enable client interaction & information.

  • Liaising with operations and ensure smooth functioning between department & operations.

  • Ensure proper compliance with respect to all channel partners - distributors/ clients etc.

Job Type: Full-time

Pay: ₹20, ₹35,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Experience:

  • total work: 1 year (Preferred)

Work Location: In person



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