Role Description And Job Specification
Position Title: Relationship Manager - PMS- IFA/RB
Department: Retail Sales
Sub-Department: PMS Business Development
Reporting Manager: Zonal Head
Role TM - PMS Business Development
Education Background MBA / PGDBM/ CA/ CFA
Work Experience - 4-8 years of experience
Critical Skills Required
Relationship Management
Influencing Skills
Technical - Product Knowledge
High Impact Communication
Interpersonal skills
Problem solving approach
Target oriented with proper adherence to compliance
Role is to maximize sales of PMS/AIF products by planning and implementing organization strategies/activities to achieve the given targets across distribution channel
- Key Accountabilities
- To increase the penetration and market share of PMS products in their respective geographies
- Liaison with distributors and build rapport to increase penetration of PMS/AIF products
- Responsible for liaisoning with the sales team and activate dormant channel to increase sales
- To ensure customer delight through effective communication of our product, performance and investment philosophy
- Responsible for PMS product training to internal AMC RMs and distributors
- Think Out of the box for creating visibility and deeper penetration of our product
- Handling PMS queries and services issues for all existing PMS products
Skills: amc,interpersonal skills,mutual funds,aif,communication skills,uhni,target oriented,problem solving approach,technical - product knowledge,compliance adherence,portfolio management,hni,distributors,influencing skills,securities,market knowledge,etf,ifa,high impact communication,relationship management,b2c
