Relationship Manager
KolhapurFull-time3–6 yrsPosted 1 week ago
Mid-level finance role at DSP Asset Managers in Kolhapur. Needs 3+ years and a degree.
About the role
Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain.
What you'll do
- Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients
- Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain
- Develop and maintain relationship with clients that will generate future sales and repeat business
- Build long term core assets through incremental net sales
- Execute the sales plans and meet the set targets
What you need
- Excel
- PowerPoint
- Mutual funds
- Sales
- Channel sales