Distribution Relationship Manager

SMC Global Securities; Kolkata District, Siliguri, Ranchi; On-site; INR 400,000 - 600,000; Full time

Job summary

SMC Global Securities in Kolkata invites a Relationship Manager (Mutual Fund) to drive sales, expand the broker network and guide clients on mutual funds and IPO options. You will explain product benefits and assist brokers through onboarding.

The role targets meeting sales goals, coordinating with brokers, ensuring accurate application checks, and timely processing of forms. Prior experience in mutual funds and strong client communication are preferred.

Responsibilities

• Responsible for achieving maximum sales target assigned thus ensuring profitability of IPO & Mutual Fund business at SMC.
• Business/ Operational/ Functional/ Financial Perspective to achieve the Sales Targets as assigned by the Superiors .
• Providing the clients with sound knowledge regarding the products of the company and convincing them to opt for the most beneficial product.
• Provide information of new IPOs, Mutual funds, Mutual Fund New Funds Offers (NFOs), Fixed deposits to brokers.
• Responsible for acquisition of new brokers for growth of new business.
• Timely coordinate with broker & update current market scenario.
• Manage the distribution of new form & collection of application.
• Checking the correctness of applications before banking.

Job description

9147159770 Job Profile - Relationship Manager (Mutual Fund)

JOB RESPONSIBILITIES :

• Responsible for achieving maximum sales target assigned thus ensuring profitability of Initial Public Offering (IPO) & Mutual Fund business at SMC.
• Business/ Operational/ Functional/ Financial Perspective to achieve the Sales Targets as assigned by the Superiors .
• Providing the clients with sound knowledge regarding the products of the company and convincing them to opt for the most beneficial product.
• Provide information of new IPOs, Mutual funds, Mutual Fund New Funds Offers (NFOs), Fixed deposits to brokers.
• Responsible for acquisition of new brokers for growth of new business.
• Timely coordinate with broker & update current market scenario.
• Manage the distribution of new form & collection of application.
• Checking the correctness of applications before banking.