Relationship Manager

DSP Investment Managers Pvt Ltd; Kolhapur; On-site; INR 350,000 - 650,000; Full time

Job summary

A leading investment management company in Kolhapur is seeking a Sales Executive to drive mutual fund sales through banks, IFAs, and direct clients. The ideal candidate will have 3+ years of experience, strong communication skills, and the ability to build lasting relationships. Certification in NISM VA is required or to be completed prior to joining.

Qualifications

• 3+ years of experience in mutual fund sales or related areas.
• Ability to build and maintain relationships with clients and partners.
• Must have a positive attitude and the ability to work independently.
• Positive attitude, self-motivated and confident.
• NISM VA certification at joining or able to complete before joining.

Responsibilities

• Drive Mutual Fund Sales through various channels.
• Develop and maintain relationships with clients and partners.
• Execute sales plans and meet targets.
• Generate future sales and repeat business through relationships.
• Build long-term assets through incremental net sales.
• Provide timely feedback on market conditions to enable firm responses.
• Execute sales plans and meet targets.

Skills

Capital market knowledge

Communication skills

Microsoft Office (Excel, Word, Power Point)

Positive attitude

Self-motivated

NISM VA certified

Education

Any Graduate/Post Graduate degree

Tools

MS Office Suite

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