Relationship Manager (Mutual Fund Department)

  • icon job experience 8 - 14 Years
  • icon job opening 30 Openings
  • icon salary 8.0-10.0 Lac/Yr
  • icon job location Guindy Chennai
  • Face-to-Face interview Face-to-Face interview
Key Skills

Relationships With Clients Provide Financial Advice Solutions

Job Description

1

* Managing a mutual fund team of 5 members (SIP team, 3 RMs & 2 Telecallers).

*Generating revenue through MF SIP & Lump sum.

* New client acquisition.

* Retaining existing client by providing proper market updates and portfolio management

services.

* Cross selling.

2

* Organizing IAP (Investor Awareness Program) to our priority client.

* Preparing individual and team MIS, and reporting to Sales Head.

*Prepare & submit a report on the activities during each month.

*Minimum of 8 years of relevant experience in wealth management, including at least 5 years of leadership

experience.

*Excellent leadership and communication skills.

*Having knowledge of Excel is essential for this position.

*Proven track record of achieving targets and growing revenue.

*Strong knowledge of financial planning and investment strategies.

*Ability to motivate and inspire team members to achieve their goals.

*Good command of oral and written English and the ability to converse freely and build rapport.

*Experience in Sales process end to end is a plus
  • Experience

    8 - 14 Years

  • No. of Openings

    30

  • Education

    Any Bachelor Degree

  • Role

    Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Probity Consultancy

We are a HR Management Consulting Company established in Chennai, India. it is the growing executive search firm which provides complete recruitment solution. We offer a quality of HR solutions service that will surpass our client's expectations. Our service starts with building up relationship with the client and working on focused and well-defined job profiles to get the right person. We provide superior value added HR solution within strict time constraints to offer maximum benefits to our clients. To minimize your time span and speedy process in recruiting personnel you may require an assistance of good HR Consultancy to fulfill all your requirements.
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