Scope of the Role
Relationship Manager, Institutional sales is responsible for selling the mutual funds to various institutions / corporates. Providing proper service support to adhering to the quality / compliance norms in servicing the clients better for increasing the business volumes.
Job Description
1) Responsible for selling of Mutual funds)to various corporates / institutions by meeting the key decision makers and ensuring that long term business relationship is maintained.
2) Responsible for analyzing the risk appetite of the client and advising them on various product offerings viz - liquid, income, FMP, equity and other structured products in consultation with product and investments team.
3) Achieving growth targets vis a vis AUM by executing the sales strategy through dedicated focus and aggressive approach towards building a strong relationship with these clients.
4) Mapping the allocated
territory for business potential and generatingleads by various means to build
and increase the potential clients for
further sales.
5) Ensuring proper back-end support is provided in terms of servicing and adhering to the quality / compliance norms in servicing the clients betterfor increasing business volumes.
Ideal Candidates
Looking for candidates with excellent understanding and experience in mutual fund products and financial planning. Candidate needs to have good interpersonal skills, Relationship Management skills..etc. Self-motivated and ability to work under pressure.