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relationship manager retail-delhi in Delhi

delhi, delhi
position type
reference number
randstad india
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job description

?� Primary Responsibility of the candidate is to build, develop and enhance relationships across the Retail Distribution, Banking & IFA Channels.
� Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr.
� Ensure timely coverage of all the relationships assigned which should result into effective communication about the cos, its schemes and all other aspects.
� Maintain the highest degree of learning required to be able to service these clients for products and services in the asset management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.
� The role encompasses a variety of related activities like innovative sales initiatives and ideas, coordination for sales meetings and keeping a tab on mutual fund market information.
� Establish annual, quarterly, monthly, or weekly sales plans and priorities and schedule own activities so these targets are met.


Client Introduction


?AMC Relationship manager


?� The candidate should have minimum 3 - 9 years of experience in Mutual Funds / Wealth Management / Securities in the last 1 year.
� Good communication skills, presentable and demonstrated ability of working with large banks, wealth management companies, distributors and IFAs.
� He/ she should be NISM certified (Advisory Module)
� MBA is a must.
� He/ she should have the right attitude, open to travelling and have good communication skills (English and local language)
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