Position Title - Relationship Manager / Area Sales Manager
Grade - Assistant Manager / Manager
Reporting - Cluster Head Core Area of Responsibility - Responsibility for achieving sales targets of BOI MF by developing the channel and acquiring ...
investors in the city through banking channel. Key Accountabilities -1. Help meet the target mobilization of assets under each of the products as per the Business plan through active engagement with MFD's , ND's & Banks
2. Co-ordinate and connect with Pvt Bank branches and will be responsible for achieving the targets assigned to location and geographical reach.
3. Responsible for business generation and scaling up business relationships as per as the assigned targets.
4. Responsible for handling the day to day operations (business) with MFD's & National Distributors.
5. Activate new MFD's for business mobilization.
6. Responsible for conducting IAPs and product related training sessions for Distributors.
7. Plan engagement activities for MFD's through meets, presentation and mailers etc. on a regular basis.
8. Reporting of daily MIS to reporting Manager.
9. Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
10. Be responsible to follow all the rules and regulations as per company policies and SEBI guidelines in selling of Mutual fund schemes.
Key Connects - Internal
Sales & Marketing
Customer Service / Operations
ComplianceExternal
MFD's, Banks & National Distributors Education & Professional Certification
Preferably a Post graduate / MBA in Marketing / Sales
NISM Mandatory Professional Skillsets
Ability to work as a team member with minimum supervision and has desire to build a
career in sales.
Target oriented/aggressive sales skills, self-motivated, capable of handling and guiding
a team.
Excellent in presentation, verbal and written communication skills.
Market savvy & aware of key developments about the financial markets.
Strong business acumen and commercial sense.
Good understanding of retail financial services, preferably in mutual funds.Mandatory requirement
Advantage would be over 5 years of experience in servicing Banking channel
management of Mutual Fund Sales.
Who can apply?
* Candidate with minimum 3-5 years of AMC retail experience
* Excellent at business communication skills (verbal & written)
* Smart with a go getter attitude.
* Candidates with Bancassurance experience can also apply.* Prefer candidates in a similar role handling Banking channel for a Mutual Fund House.
experience
8show more Position Title - Relationship Manager / Area Sales Manager
Grade - Assistant Manager / Manager
Reporting - Cluster Head Core Area of Responsibility - Responsibility for achieving sales targets of BOI MF by developing the channel and acquiring
investors in the city through banking channel. Key Accountabilities -1. Help meet the target mobilization of assets under each of the products as per the Business plan through active engagement with MFD's , ND's & Banks
2. Co-ordinate and connect with Pvt Bank branches and will be responsible for achieving the targets assigned to location and geographical reach.
3. Responsible for business generation and scaling up business relationships as per as the assigned targets.
4. Responsible for handling the day to day operations (business) with MFD's & National Distributors.
5. Activate new MFD's for business mobilization.
6. Responsible for conducting IAPs and product related training sessions for Distributors.
7. Plan engagement activities for MFD's through meets, presentation and mailers etc. on a regular basis.
8. Reporting of daily MIS to reporting Manager. ...
9. Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
10. Be responsible to follow all the rules and regulations as per company policies and SEBI guidelines in selling of Mutual fund schemes.
Key Connects - Internal
Sales & Marketing
Customer Service / Operations
ComplianceExternal
MFD's, Banks & National Distributors Education & Professional Certification
Preferably a Post graduate / MBA in Marketing / Sales
NISM Mandatory Professional Skillsets
Ability to work as a team member with minimum supervision and has desire to build a
career in sales.
Target oriented/aggressive sales skills, self-motivated, capable of handling and guiding
a team.
Excellent in presentation, verbal and written communication skills.
Market savvy & aware of key developments about the financial markets.
Strong business acumen and commercial sense.
Good understanding of retail financial services, preferably in mutual funds.Mandatory requirement
Advantage would be over 5 years of experience in servicing Banking channel
management of Mutual Fund Sales.
Who can apply?
* Candidate with minimum 3-5 years of AMC retail experience
* Excellent at business communication skills (verbal & written)
* Smart with a go getter attitude.
* Candidates with Bancassurance experience can also apply.* Prefer candidates in a similar role handling Banking channel for a Mutual Fund House.
experience
8show more