Job Description

Position Name - Senior Relationship Manager

Location - Mumbai / Bangalore / Chennai / Hyderabad

Experience Range - 5 - 8 years

Mandatory Requirement:

- Should have 5+ years of relevant experience

- Any Post Graduate degree.

- NISM - Advisory module qualified

- Knowledge of Equity and Fixed Income markets

About the client:

Our Client is one of the premier asset management companies in India, with over 20 years of a track record of investment excellence. It focuses to deliver a high performance which has immensely helped the fund house to generate a large number of investor folios.

Job Roles and Responsibilities:

- Responsible for Relationship Management and handling Mutual Fund sales through Private banks and Wealth Managers

- Develop and maintain relationship with clients and all channel partners and increase market share for DSPIM

- Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain

- Build a long term core assets through incremental net sales

- Increase collection with higher market share from present level and to enhance brand recall for DSPIM

- Develop and maintain relationship with clients that will generate future sales and repeat business

- Refer client feedback and competitor activities and provide quick feedback up the chain.

- Assist the team leader/ reporting manager in making presentations

- Execute the sales plans and meet the set targets

Qualification and Experience:

- Any Post Graduate degree. Candidates with specialization in Finance will be preferred.

- Should have 5+ years of relevant experience

- NISM - Advisory module qualified

- Knowledge of Equity and Fixed Income markets

- Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating.

- Working knowledge of Microsoft Office (Excel, Word and Power Point)

- Superior understanding of Markets and Products

- Strong knowledge of different asset classes

- Experience of providing investment advice and solutions

- Strong interpersonal and communication skills

- Good Analytics Skills

- Digital Mindset

Other Details: 6 days working + excellent variable option

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