Relationship Manager

DSP Asset Managers Pvt. Ltd.; Delhi; On-site; INR 500,000 - 700,000; Full time

Job summary

A financial services company seeks a Sales Executive in Delhi to drive Mutual Fund Sales through various channels including banks and direct clients. The ideal candidate has over 3 years of experience, strong capital market knowledge, and excellent communication skills. Responsibilities include developing client relationships and executing sales plans to meet set targets. NISM VA certification is preferred or to be completed before joining.

Qualifications

• 3+ years of relevant experience in the industry.
• Demonstrated ability to manage client relationships.
• Ability to drive sales and meet targets.

Responsibilities

• Drive Mutual Fund Sales through various channels.
• Develop and maintain client relationships.
• Execute sales plans to meet targets.

Skills

Capital market knowledge

Communication skills

Microsoft Office proficiency

Self-motivated

Confidence

NISM VA certified

Education

Any Graduate/Post Graduate degree

Job description

Objectives of the Role:

Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients. 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. Develop and maintain relationship with clients that will generate future sales and repeat business. Build long term core assets through incremental net sales

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. Execute the sales plans and meet the set targets

Skills Required:

• 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)
• Positive attitude, self-motivated and confident
• NISM VA certified or can complete certification before joining

Years of Experience:

Candidate with 3+ years of experience.

Qualification:

Any Graduate/Post Graduate degree