Relationship Manager - Direct HNI

Aditya Birla Capital Ltd.

Chennai, Bengaluru

On-site

INR 800,000 - 1,200,000

Full time

9 days ago

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Job summary

Aditya Birla Capital Ltd. is seeking a Relationship Manager in Chennai to drive sales of mutual fund SIPs, lumpsums, PMS and AIF to HNI clients directly. You will build a network with HNI clients and maintain MIS of the business. The role is a direct sourcing B2C profile and requires presenting ideas to improve sales.

Candidate should be a Graduate or Postgraduate in Finance or Marketing with experience in AMC/Broking and be under 35 years of age.

Qualifications

  • Graduate or postgraduate in Finance or Marketing.
  • Experience in AMC or Broking is preferred.
  • Age under 35.

Responsibilities

  • Meet KRAs in mutual fund SIP, lumpsum, PMS, AIF sales to HNI clients directly.
  • Direct sourcing profile (B2C) and build network with HNI client base.
  • Maintain MIS of the business and present ideas to improve sales.

Skills

Relationship management
HNI sales
Direct client sourcing
MIS reporting

Education

Graduate/Postgraduate in Finance or Marketing

Job description

Role & responsibilities

As a Relationship Manager, you will be expected to meet the assigned KRA in terms of Mutual fund SIP, Lumpsum, PMS, AIF, etc sales to HNI clients directly.

Its a direct sourcing profile i.e. B2C.

Build network and relationship with the HNI client base

Maintain MIS of the business being done

Present ideas to improve sales

Preferred candidate profile

Graduate/Postgraduate in Finance or Marketing

Experience in AMC/Broking

Age should be less than 35

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