Virtual Relationship Manager

4 - 6 years

6.0 - 8.0 Lacs P.A.

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Relationship managementDSPNISMSalesExcelMutual fundsFixed incomeEquityPowerpointMS Office Word

Work Mode

Work from Office

Job Type

Full Time

Job Description

Objective of the role: Responsible for Relationship management and handling MF sales through Mutual Fund Distributors(MFDs) Ensuring IFA activation and focus on MF products to increase market share of DSP Conduct regular meetings with MFDs and their clients and keep them updated on our product and services. Mainly through online meeting platforms, phone calls, email, WhatsApp etc. Build AUM and Market Share by ensuring better brand recall and mindshare for DSPAM Provide feedback and competitor activities for improvisation Training IFAs and building their knowledge levels through training/workshops on DSP products and Services. Ensuring 100% compliance of regulatory matter including EUIN and ARN with timelines Skills needed: NISM VA Certified Knowledge of Equity & Fixed Income Excellent communication skills. Ability to influence and convince stakeholders Strong knowledge of Microsoft Office (Word, Excel & PPT) Experience: We are looking for a candidate with 2 years of experience in Mutual Fund sales Qualification required: Any Post Graduate degree. Candidates with specialization in Finance will be preferred.

Investment Management
Mumbai

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