What is the roles objective? • Responsible for Relationship Management and handling Mutual Fund sales through assigned retail channels (Banks, IFA’s and National Distributors) in Indore • 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 • Responsible to empanel and activate new distributors • To build a 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. • Assist the team leader/ reporting manager in making presentations • Execute the sales plans and meet the set targets What skills do you need to posses? • NISM – Advisory module qualified • 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) What is the prior experience expected? • 3-5 years of relevant exposure in financial services industry with good knowledge of the Mutual Fund industry. What qualification you should have? • Graduate. MBA (Finance or Marketing) would be preferred
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