Relationship Manager

DSP Asset Managers Pvt. Ltd.; Vadodara; On-site; INR 700,000 - 1,200,000; Full time

Job summary

A leading asset management firm seeks an Assistant Manager to drive mutual fund sales and foster client relationships. Candidates should possess significant capital market knowledge and strong communication skills, alongside a relevant degree and at least 3 years of experience in sales. The role offers an opportunity for career growth within a dynamic work environment.

Qualifications

• Candidate must have 3+ years of relevant industry experience.
• NISM VA certified or able to complete certification before joining.

Responsibilities

• Drive mutual fund sales through multiple channels.
• Maintain relationships with clients to generate future sales.
• Execute sales plans and meet targets.

Skills

Capital market knowledge

Positive attitude

Self-motivated

Communication skills

Working knowledge of Microsoft Office

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

• 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

Band:

• Assistant Manager

Years of Experience:

• Candidate with 3+ years of experience.

Qualification:

• Any Graduate/Post Graduate degree