01Overview
Key Responsibility Area:
Managing Team and overall responsibility of RMs
Run the designated relationships with sales agenda of equity mutual fund,Fixed income and Systematic Investment Plan sales
Achieve mutual fund sales targets assigned Motivate, train & lead the team towards successful outcomes
Conducting Training for RMs and Investors such as follow:
Investor Awareness Program (Benefits of investment in Mutual funds, etc)
Financials Planning & Asset Allocation
Presentation on Equity & Debt market
Providing Sales strategies, concept, marketing ideas and support to RMs
Maintaining a comprehensive of market trends, investors trends.
Collaborating Regional Manager to develop monthly and yearly business plans which includes marketing innovative, Sales penetration goals.
Maintain Sales Matrices - MIS, Budgets, Activities, Marketing etc.
Recruitment of qualified and quality Relationship Managers for the territory.
Requirements
Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
Candidate should have a network of existing clients and corporates with a strong relationship.
Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
Should have excellent team management skills.
Certification in NISM and CFP is an added advantage.
The candidate will be responsible for generating a lead and taking it to closure by working along with the Operation and Sales backend team.
Create and enforce plans that will help meet the needs of clients.
Must be self-motivated, flexible and able to manage several jobs at one time.
Mandatory Certifications: NISM V, NISM-Series-XXI-A .
