Relationship Manager - MF
Relationship Manager - MF
Posted on :
19-05-2025
Employer Active
1 Vacancy
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Job Description
A. Position Details
Position Title: Relationship Manager MF PMS IFA/RB
Department: Retail Sales
SubDepartment: PMS
Reporting Manager: Zonal Head
B. Demographics
Role TM PMS Business Development
Education Background MBA / PGDBM/ CA/ CFA
Work Experience 48 years of experience
Critical Skills Required
Relationship Management
Influencing Skills
Technical Product Knowledge
High Impact Communication
Interpersonal skills
Problem solving approach
Target oriented with proper adherence to compliance
C. Role Purpose
Role is to maximize sales of PMS/AIF products by planning and implementing organization strategies/activities to achieve the given targets across distribution channel
D. Key Accountabilities
1. To increase the penetration and market share of PMS products in their respective geographies
2. Liaison with distributors and build rapport to increase penetration of PMS/AIF products
3. Responsible for liaisoning with the sales team and activate dormant channel to increase sales
4. To ensure customer delight through effective communication of our product performance and investment philosophy
5. Responsible for PMS product training to internal AMC RMs and distributors
6. Think Out of the box for creating visibility and deeper penetration of our product
7. Handling PMS queries and services issues for all existing PMS products
pms,interpersonal skills,technical - product knowledge,high impact communication,compliance adherence,ifa,problem solving approach,hni,relationship management,target oriented,asset management,mutual funds sales,influencing skills,aif,wealth management
Employment Type
Full Time
Key Skills
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