What is the roles objective
. Responsible for Relationship Management and handling Mutual Fund sales through assigned retail channels (Banks, IFA's and National Distributors) in Indore
. Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM
. Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain
. Responsible to empanel and activate new distributors
. To build a long term core assets through incremental net sales
. Develop and maintain relationship with clients that will generate future sales and repeat business
. Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions.
. Assist the team leader/ reporting manager in making presentations
. Execute the sales plans and meet the set targets
What skills do you need to posses
. NISM - Advisory module qualified
. Has capital market knowledge and relevant experience of the industry
. Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating.
. Working knowledge of Microsoft Office (Excel, Word and Power Point)
What is the prior experience expected
. 3-5 years of relevant exposure in financial services industry with good knowledge of the Mutual Fund industry.
What qualification you should have
. Graduate. MBA (Finance or Marketing) would be preferred
