Relationship Manager- Mutual Fund Sales

Relationship Manager - Mutual Fund Sales

1. Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters
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3. Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location
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5. Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with the respective RM/BM of the bank branch in the location handled
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7. Maintain discipline of daily call routines and tracking of the business meetings
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9. Adherence to AMC norms, values, integrity, passion for client service
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11. Product and process knowledge to influence WM channels to use AMC solutions to drive their business objectives Regularly keep updated on various functional initiatives
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13. High customer orientation with good communication & influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders
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15. Actively working towards implementing processes and ideas for increasing the volumes of channel partners handled
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17. Responsible for building relationships with RMs/ Cluster heads of PSU/Private/MNC Banks and sourcing business for AMC funds