
Relationship Manager- Mutual Fund Sales

Relationship Manager- Mutual Fund Sales
13
Applications
Lucknow District
Lucknow
Raipur
Chandigarh
Gandhidham
Full-Time
Mid-Level: 3 to 7 years
₹ 5L - ₹ 8L (Per Year)
Posted on May 08 2025
About the Job
Skills
Mutual Fund Sales
Portfolio Management services
PMS
Banking channel
asset management
Mutual Funds
Investment Advisory
Portfolio Management
Relationship Manager - Mutual Fund Sales
- Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters
- Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location
- Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with the respective RM/BM of the bank branch in the location handled
- Maintain discipline of daily call routines and tracking of the business meetings
- Adherence to AMC norms, values, integrity, passion for client service
- Product and process knowledge to influence WM channels to use AMC solutions to drive their business objectives Regularly keep updated on various functional initiatives
- High customer orientation with good communication & influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders
- Actively working towards implementing processes and ideas for increasing the volumes of channel partners handled
- Responsible for building relationships with RMs/ Cluster heads of PSU/Private/MNC Banks and sourcing business for AMC funds
About the company
A complete staffing solution for your business.
A complete staffing solution for your business.
Industry
Human Resources Services
Company Size
2-10 Employees
Headquarter
Ludhiana, Punjab
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