Relationship Managermutual Funds Sales

Sahayak Associates

Job description

Ability to convince and negotiate with a confident and determined approach

Should be highly self motivated and ambitious in achieving goals

Should be capable of thriving in the competitive market

To promote all the product line of Mutual Fund

To up sell Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

To achieve sales and revenue targets

Suggest and plan portfolio for investors

Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.

Generating Incremental Business

Following the internal sales process by updating all the activities in the online system.

Comply with all rules and regulations of the company as well as following industry norms.

Skills Required:

Mutual Funds, Financial Product and Sales knowledge is preferable

Willing to Work For Sales

Good convincing Power & Good Communications skills both verbal and written

A Positive and go getter attitude & strong team culture

Qualification : MBA/PGDM with minimum 2 years of relevant Experience

Area of Expertise : FINANCE, SALES & MARKETING

• Experience2 - 5 Years
• No. of Openings2
• EducationM.B.A/PGDM
• RoleRelationship Manager
• Industry TypeBanking / Financial Services / Stock Broking
• Gender[ Male / Female ]
• Job CountryIndia
• Job TypeWork from Office