Position Title - Relationship Manager
Grade - AM
Reporting - Cluster Head
Core Area of ResponsibilityResponsibility for achieving sales targets of BOI MF by developing all the channels and acquiring investors through Banks/MFDs/RDs/NDs.
Key Accountabilities1. Help to meet the target mobilization of assets under each of the products as per the Business plan through active engagement with all the channels.
...
2. Co-ordinate and connect with all the distributors/Bank and to achieve the assigned target.
3. Responsible for business generation and scaling up business relationships as per the assigned targets.
4. Responsible for managing the day to day distributor/Bank operations , query resolution, and backend coordination to ensure seamless sales execution and business continuity.
5. Being responsible for providing full time support to team members to help them achieve business targets.
6. Activate new distributors in the location.
7. Responsible for conducting IAPs and product related training sessions for distributors/Bank.
8. Plan engagement activities with distributors/Bank through meets, presentation and mailers etc. on a regular basis.
9. Reporting of daily MIS to reporting Manager.
10. Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
11. 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
Compliance
External
Mutual fund distributors/Bank/Investors.
Qualifying criteria for titled position Education & Professional Certification
Preferably a Post graduate / MBA in Marketing / Sales
NISM V A Certification 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 3 years of experience in servicing MFD and Banking channel management of Mutual Fund Sales. Location - Bhubaneswar
Who can apply?* Local Candidate with minimum 3years of experience with AMC Background.
* Excellent at business communication skills (verbal & written)
* Smart with a go getter attitude.
experience
9show more Position Title - Relationship Manager
Grade - AM
Reporting - Cluster Head
Core Area of ResponsibilityResponsibility for achieving sales targets of BOI MF by developing all the channels and acquiring investors through Banks/MFDs/RDs/NDs.
Key Accountabilities1. Help to meet the target mobilization of assets under each of the products as per the Business plan through active engagement with all the channels.
2. Co-ordinate and connect with all the distributors/Bank and to achieve the assigned target.
3. Responsible for business generation and scaling up business relationships as per the assigned targets.
4. Responsible for managing the day to day distributor/Bank operations , query resolution, and backend coordination to ensure seamless sales execution and business continuity.
5. Being responsible for providing full time support to team members to help them achieve business targets.
6. Activate new distributors in the location.
7. Responsible for conducting IAPs and product related training sessions for distributors/Bank.
8. Plan engagement activities with distributors/Bank through meets, presentation and mailers etc. on a regular basis.
...
9. Reporting of daily MIS to reporting Manager.
10. Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
11. 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
Compliance
External
Mutual fund distributors/Bank/Investors.
Qualifying criteria for titled position Education & Professional Certification
Preferably a Post graduate / MBA in Marketing / Sales
NISM V A Certification 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 3 years of experience in servicing MFD and Banking channel management of Mutual Fund Sales. Location - Bhubaneswar
Who can apply?* Local Candidate with minimum 3years of experience with AMC Background.
* Excellent at business communication skills (verbal & written)
* Smart with a go getter attitude.
experience
9show more