Relationship Manager - Distribution - Mumbai

DSP Investment Managers Pvt Ltd; Mumbai; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

DSP Investment Managers Pvt Ltd is looking for a Relationship Manager - Mutual Fund Sales based in Mumbai. The role involves driving sales through various channels, maintaining client relationships, and executing sales plans to meet targets.

Ideal candidates should have over 5 years of experience in the capital market, possess a Post Graduate degree, and have strong communication skills. A positive attitude and NISM VA certification are also essential requirements.

Qualifications

• 5+ years of experience in mutual fund sales or capital markets.
• Ability to manage communication within and outside the firm.
• Working knowledge of Microsoft Office suite.

Responsibilities

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

Skills

Capital market knowledge

Communication management

Microsoft Office (Excel, Word, PowerPoint)

Positive attitude

NISM VA certification

Education

Post Graduate degree

Job description

Job Title

Relationship Manager - Mutual Fund Sales

Job Description

Objectives of the Role:

• Responsible for driving Mutual Fund Sales through NDs, KRs and IFAs.


• 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 5+years of experience.

Qualification:

• Post Graduate degree