Relationship Manager -(Corporate FDs and HNI Segment)

LOCATIO , Mumbai , Ahmedabad, Vadodara

For Most Reputed OrganizationNBFC/Banking

Product: Mutual Fund/Corporate Fixed Deposits---- Third Party Distribution ( Somehow Cross sale and Most Direct Sales)

Age is not below than 25 yrs and Maximum 40

Qualification:-Graduate

Job Description

Job Title: Relationship Manager Financial Products Distribution Date:

Job Holder Name: Dept: Financial Products Distribution

Reports To: Regional Manager Financial Products Distribution Location: Regional Offices

1: Job Purpose Statement (Summarise in one/two statements why this job exists and the contribution makes to the overall business of the company).

To cross-sell mutual funds, fixed deposit, bonds/NCDs other financial products business to existing set of customers, new customer acquisition through corporate and BTL activities in the assigned geography.

2: Duties Responsibilities ( List in the order of importance the duties responsibilities of this job)

Sourcing customers for Mutual funds, Corporate FDs and bonds within the assigned region.

Cross Sell and Up Sell existing set of mapped customers.

Create gateway for corporate investments

Increasing overall Mutual Fund AUM

Add new customers in FPD channel

Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication.

Ensure periodic Portfolio review counselling for high-end and Select Clients is conducted.

3: Organisational Relationship (Provide an organisational chart which illustrates the organisational structure above and below this position).

Zonal Manager Financial Product Distribution

Regional Manager Financial Product Distribution

Relationship Manager Financial Product Distribution

4: Key Challenges (List the key tasks performed to support the main objectives of the position).

Identify prospects

Covering demographics.

5: Decision Making Authority (Describes the type of decisions made alone, those on which the manager must be consulted, those referred to a higher level, and job procedures to be followed).

NA

6: List of internal and external stakeholders the role is expected to interact with to execute duties effectively

Internal IT Team, Business Excellence, Investment product distribution

External AMC and MIBL.

7: Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position).

Professional Qualification

Skills And

Knowledge

Competencies

MBA/ Graduate with 4+ years of Sales and Marketing post qualification relevant experience

Analytical skills

Communication skills

Decision Making skills

Good market knowledge

Positive Attitude

Convincing skills

Salary package will be Rs 3.60 to 7.50 Lacs (CTC Not Constraintfor the Right Candidate)

Contact

Rupesh Pathak

+64340307+

Mail: privilegecon@gmail.com

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