Hiring || RM-Mutual Funds Sales

17 hours ago

Hyderabad Kadapa Tirupati, India Avani Consulting Full time

Hi,

Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role

Minimum 1 Year Mutual Funds Sales Experience required.

More Information Contac HR.

Srinivas

Call / WhatsApp. your resume

Key Responsibilities

  1. Sales Management

  2. Achieve sales targets through assigned banks branches.

  3. Product Advisory

  4. Suggest suitable mutual fund products to bank teams based on investor needs.

  5. Understand distributor portfolio trends and use a focused approach while selling.

  6. Regular Engagement

  7. Stay in touch through calls, meetings, mailers, and group sessions.

  8. Share marketing materials like factsheets, brochures, and product updates regularly.

  9. Service Support

  10. Provide quick and efficient service to partnered distributors.

  11. Resolve queries on time and follow up until closure.

  12. Relationship Building

  13. Build strong long-term relationships with key bank partners to drive repeat business.

  14. Market & Data Management

  15. Maintain updated data of all assigned distributors and track business performance.

  16. Identify and plan strategies against market competition.

  17. Brand Visibility

  18. Organize events, product training, and awareness programs to promote the brand.

  19. Training & Compliance

  20. Train bank staff and distributors on products, processes, and operational requirements.

  21. Keep them updated on regulatory changes regularly.

Desired Candidate Profile

To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships

Skills & Requirements (Optional to include)

  • Strong knowledge of Mutual Fund products & financial markets
  • Excellent communication & relationship-building skills
  • Prior experience in banca channel sales preferred
  • Ability to manage multiple stakeholders and drive targets

More Information Contac HR.

Srinivas

Call / WhatsApp. your resume

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