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Relationship Manager- Mutual Fund Sales

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

  1. Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters

  2. Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location

  3. 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

  4. Maintain discipline of daily call routines and tracking of the business meetings

  5. Adherence to AMC norms, values, integrity, passion for client service

  6. Product and process knowledge to influence WM channels to use AMC solutions to drive their business objectives Regularly keep updated on various functional initiatives

  7. High customer orientation with good communication & influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders

  8. Actively working towards implementing processes and ideas for increasing the volumes of channel partners handled

  9. 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.

Industry

Human Resources Services

Company Size

2-10 Employees

Headquarter

Ludhiana, Punjab

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