Relationship Manager

3 days ago

Porbandar, Gujarat, India Umanist NA Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Position:
Relationship Manager – Sales (BFSI / Asset Management)

Location:
Field Job – (Regional / Circle / RBO)

Experience:
1–5 years in Sales (BFSI / AMC Industry)

Notice Period:
Immediate to 30 Days

Qualification:
Minimum Graduate (Bachelor's degree)

Certification:
NISM V-A (Mandatory; must be attached with CV)

Key Responsibilities:

  • Drive sales of Mutual Fund products at assigned branches and surrounding areas.
  • Build and maintain strong relationships with clients, investors, distributors, banks, and institutions.
  • Prospect new clients through referrals, networking, database, and open market initiatives.
  • Organize and coordinate Investor Awareness Programs.
  • Achieve monthly, quarterly, and yearly sales targets.
  • Develop and expand channel partnerships to drive sales growth.
  • Ensure compliance with sales processes, regulatory requirements, and taxation laws.
  • Maintain excellent customer service to secure repeat business and referrals.

Required Skills & Competencies:

  • Strong sales acumen with quick thinking and problem-solving skills.
  • Excellent communication, presentation, and active listening abilities.
  • Ability to work independently and collaboratively within a team.
  • Thorough knowledge of mutual fund products, market trends, and competitor offerings.
  • Customer-focused, result-oriented, and positive attitude.

Must-Haves:

  • Minimum 1 year of sales experience in BFSI / AMC sector.
  • NISM V-A certified (CV must mention and attach).
  • Good communication skills.

Nice-to-Haves:

  • MBA in Sales & Marketing.
  • Understanding of Equity and Debt markets.
  • Familiarity with Mutual Fund products.

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