Relationship Manager - MF

• Position Details

  Position Title: Relationship Manager - MF - PMS- IFA/RB

• Department: Retail Sales
• Sub-Department: PMS
• Reporting Manager: Zonal Head

• Demographics

  Role TM - PMS Business Development

• Education Background MBA / PGDBM/ CA/ CFA
• Work Experience - 4-8 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

• 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

• Key Accountabilities
• To increase the penetration and market share of PMS products in their respective geographies
• Liaison with distributors and build rapport to increase penetration of PMS/AIF products
• Responsible for liaisoning with the sales team and activate dormant channel to increase sales
• To ensure customer delight through effective communication of our product, performance and investment philosophy
• Responsible for PMS product training to internal AMC RMs and distributors
• Think Out of the box for creating visibility and deeper penetration of our product
• Handling PMS queries and services issues for all existing PMS products

Skills: 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