Manager Sales

Canara Robeco Mutual Fund; Tirupati; On-site; INR 400,000 - 600,000; Full time

Job summary

A leading financial services company in Tirupati is seeking an Associate for a full-time role focused on generating sales in the mutual fund market. The ideal candidate will have a background in financial services and a strong ability to build client relationships. Responsibilities include identifying sales opportunities, managing client communications, and executing distribution strategies in compliance with regulations.

Qualifications

• 3+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products.

Responsibilities

• Generate Sales through allocated channel.
• Contact and follow up with new and prospective clients.
• Convert prospects into customers by showcasing appropriate products.
• Execute strategy for increasing distribution in the region.
• Stay up to date on industry trends.
• Build and maintain relationships with key clients.
• Ensure compliance with regulatory guidelines.

Skills

Sales Generation

Client Communication

Market Analysis

Relationship Management

Education

Graduation/Post-Graduation/AMFI certification

Job description

Responsibilities

• Generate Sales through allocated channel.
• Contact and follow up with new and prospective clients and set up new business opportunities.
• Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs.
• Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share.
• Stay up to date on industry trends and identify new market opportunities.
• Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products.
• Ensure and adhere to compliance and regulatory guidelines for the region.

Academic Qualifications

• Graduation/Post-Graduation/AMFI certification
• 3+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products

Seniority Level

Associate

Employment Type

Full-time