Relationship Manager

DSP Asset Managers Pvt. Ltd.; Gandhinagar; On-site; INR 600,000 - 900,000; Full time

Job summary

A leading financial services company seeks a driven professional to enhance its Mutual Fund sales. The selected candidate will be responsible for building relationships with clients and channel partners, executing sales strategies, and contributing to market share growth. Ideal candidates will have at least 3 years of experience, strong capital market knowledge, and effective communication skills.

Qualifications

• Candidate should have 3+ years of experience in mutual fund sales.
• Must obtain NISM VA certification before joining.
• Ability to manage client communications effectively.

Responsibilities

• Drive mutual fund sales through various channels.
• Develop and maintain client relationships for repeat business.
• Execute sales plans and meet targets.

Skills

Capital market knowledge

Communication

Microsoft Office

Self-motivated

Education

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

• 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.

• 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