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Job summary
DSP Asset Managers Pvt. Ltd. is looking for a skilled Relationship Manager in Indore to handle Mutual Fund sales through retail channels. This role involves developing and maintaining client relationships, empaneling new distributors, and executing sales plans to meet targets. Candidates should have 3-5 years of experience in financial services, ideally in the Mutual Fund sector, along with a relevant graduate degree; an MBA in Finance or Marketing is preferred. Proficiency in the NISM Advisory module and Microsoft Office is required.
Qualifications
3-5 years of relevant exposure in financial services industry.
Good knowledge of the Mutual Fund industry.
Responsibilities
Responsible for Relationship Management and handling Mutual Fund sales.
Develop and maintain relationships with clients and channel partners.
Conduct meetings with clients/associates and provide feedback.
Empanel and activate new distributors.
Build long term core assets through incremental net sales.
Skills
NISM – Advisory module qualified
Capital market knowledge
Communication skills
Microsoft Office (Excel, Word, PowerPoint)
Education
Graduate; MBA (Finance or Marketing) preferred
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