Assistant Manger - Sales

DSP Investment Managers Pvt Ltd; Indore; On-site; INR 500,000 - 800,000; Full time

Job summary

DSP Investment Managers Pvt Ltd is seeking a Relationship Manager in Indore to oversee Mutual Fund sales through various retail channels. The ideal candidate will have 3-5 years of experience in the financial services industry, along with a strong understanding of the Mutual Fund sector. Responsibilities include building relationships with clients, empaneling distributors, and executing sales plans. A graduate degree is required, with an MBA preferred. Capital market knowledge and NISM certification are essential.

Qualifications

• 3-5 years of relevant exposure in financial services industry with good knowledge of the Mutual Fund industry.

Responsibilities

• Responsible for Relationship Management and handling Mutual Fund sales through assigned retail channels.
• Develop and maintain relationship with clients and channel partners to increase market share.
• Conduct meetings with clients and provide relevant feedback.
• Empanel and activate new distributors.
• Build long term core assets through incremental net sales.
• Refer client feedback and competitor activities.
• Assist the team leader in making presentations.
• Execute the sales plans and meet set targets.

Skills

NISM – Advisory module qualified

Capital market knowledge

Communication management

Microsoft Office (Excel, Word, PowerPoint)

Education

Graduate

MBA (Finance or Marketing)

Job description

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