Relationship Manager (Mutual Fund Department)

Probity Consultancy

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