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Relationship Manager - Retail Sales

Relationship Manager - Retail Sales

UTI Asset Management Co (UTI AMC)
2-5 Years
Not Disclosed
Quick Apply
  • Posted a month ago
  • Over 50 applicants have applied

Job Description

Industry Type: Financial Services

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales


Job Purpose:

To execute marketing strategies and drive business development efforts in the allocated territory with a focus on increasing Assets Under Management (AUM) and expanding the investor base for UTI Mutual Fund schemes.


Key Responsibility Areas:

  • Business Growth & AUM Expansion:
  • Drive an increase in AUM by achieving and surpassing sales targets for funds mobilized.
  • Ensure business growth through effective territory management and market penetration.
  • Promotion & Product Knowledge:
  • Actively promote UTI Mutual Fund schemes and educate clients on mutual fund products and industry trends.
  • Provide training and conduct knowledge sessions for agents and advisors.
  • Investor Engagement & Support:
  • Increase the number of retail investors through targeted marketing and outreach.
  • Support and guide distribution channels, including Individual Financial Advisors (IFAs).
  • Market Intelligence & Strategy Development:
  • Collect and analyze feedback from distributors and investors to improve service and offerings.
  • Formulate branch-specific strategies based on regional dynamics and investor behavior.
  • Events & Training:
  • Organize investor meets, agent meetings, and finance fairs to enhance visibility and investor education.
  • Conduct training and knowledge transfer sessions to equip agents with updated market insights and product knowledge.
  • Administrative & Operational Responsibilities:
  • Ensure timely collection of funds and smooth branch administration.
  • Maintain high levels of alertness to market changes and evolving customer demands.


Desired Candidate Profile:

  • Education:
  • UG: Any Graduate
  • PG: Any Postgraduate

  • Key Skills:
  • Retail sales experience in financial products
  • Good understanding of mutual funds and investment products
  • Strong communication and interpersonal skills
  • Ability to manage and motivate a sales force
  • Market awareness and analytical ability

More Info

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About Company

UTI Asset Management Company (UTI AMC) is one of India's oldest and leading mutual fund houses, established in 1963 as Unit Trust of India. Headquartered in Mumbai, it offers a wide range of investment products including equity, debt, hybrid, and ETFs. UTI AMC is jointly owned by major Indian public sector institutions and T. Rowe Price, and is listed on BSE and NSE.