Relationship Manager

DSP Asset Managers Pvt. Ltd.; Jabalpur; On-site; INR 300,000 - 540,000; Full time

Job summary

A leading asset management company is seeking an experienced sales professional to drive Mutual Fund sales through various channels in Jabalpur. The ideal candidate will have a strong understanding of capital markets, excellent communication skills, and a graduate or postgraduate degree. Responsibilities include building client relationships, executing sales plans, and achieving set targets. Candidates with 3+ years of experience and NISM VA certification are preferred.

Qualifications

• 3+ years of relevant experience in the capital markets.
• Ability to manage communication effectively.
• NISM VA certification or willingness to complete before joining.
• Positive, self-motivated and confident mindset.
• NISM VA certification required or to be completed before joining.

Responsibilities

• Drive Mutual Fund Sales through various channels.
• Develop relationships with clients and channel partners.
• Conduct meetings with clients to understand their needs.
• Execute sales plans and meet set targets.

Skills

Capital market knowledge

Communication management

Microsoft Office (Excel, Word, PowerPoint)

Positive attitude

Self-motivated

NISM VA certification

Education

Any Graduate/Post Graduate degree

Tools

MS Office

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