Relationship Manager

DSP Asset Managers Pvt. Ltd.; Kolhapur District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A financial services firm located in Kolhapur is seeking a motivated professional to drive Mutual Fund Sales. The ideal candidate will have over 3 years of experience in the capital markets, manage client relationships effectively, and execute sales strategies to achieve targets. A positive attitude, proficiency in Microsoft Office, and NISM VA certification (or willingness to obtain) are essential.

Qualifications

• 3+ years of experience in capital markets or related industry.
• Ability to convince stakeholders despite initial resistance.
• Proficient in Microsoft Office applications.

Responsibilities

• Drive Mutual Fund Sales through various channels.
• Maintain relationships with clients and partners.
• Execute sales plans to meet targets.
• Execute sales plans and meet set targets.

Skills

Capital market knowledge

Communication skills

Microsoft Office

Self-motivated

NISM VA certification

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