Relationship Mgr-Mutual Fund Retail Sales (80% Banking, 20% IFA)-Bangalore

Relationship Mgr-Mutual Fund Retail Sales (80% Banking, 20% IFA)-Bangalore

1 Nos.
41290
Full Time
TLH-9472
5.0 Year(s) To 10.0 Year(s)
13.00 LPA TO 13.00 LPA
Sales / BD
Banking/Financial Services
Any - Any Graduation
Job Description:
Relationship Manager – Retail Sales (80% Banking, 20% IFA)-Bangalore

Position Purpose:
 Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.

Principal Accountabilities:

Generating Business
  • Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets for the organization.
  • Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so these targets are met.
  • Maintain call reports and implement the sales process of the organization.
  • Drive profitability & market share from the sourced AUM.

Building positive relationships with channel partners

  • Strengthen working relationships with current channel partners and distributors to entrench brand and advance sales.
  • Maintain & priorities regular contact with channel partners to sustain and improve the relationship.
  • Ensure our distributors have a detailed understanding of our funds & products.
  • Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.
  • Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.
  • Identify, research, and contact prospective distributors and build positive relationships that will generate future sales and repeat business

Sales support & market intelligence

  • Coordinate with product and research team to provide support to the channel partners.
  • Provide sales support to existing and new relationships, respond to more complex customer enquiries.
  • Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.
Company Profile

It is an leading Global investment --- firm dedicated to delivering an investment experience that helps people get more out of life.

Apply Now

  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

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