Relationship Manager - Sales - Financial Services
- Category: Bank Jobs
- Location: Pune, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 16K to 24K
- Published on: 2025/10/04
काम का वर्णन
- AUM Growth through Relationships: Build and maintain relationships with key partners like national distributors, banks, and direct clients to drive Assets Under Management (AUM) growth.
- Promotion & Brand Strategy: Plan and implement targeted promotional strategies to increase market penetration and brand visibility at both the investor and distributor levels.
- Channel Strengthening & Training: Strengthen distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.
- Operational Compliance: Ensure seamless branch operations with strict adherence to regulatory compliance.
- Sales of PMS to HNIs: Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments, including banking, non-banking, institutional, and offshore investors.
- Relationship Management with Intermediaries: Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors (IFAs) to generate business across the region
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