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RM-(Corporate FDs & HNI Segment)

2.00 to 7.00 Years   Surat   06 Mar, 2024
Privilege Consultant
Job LocationSurat
EducationNot Mentioned
SalaryRs 3.5 - 6 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    LOCATIO,Mumbai Gurgaon,Delhi , Jaipur,Ahmedabad, surat, vadodra. Guwahati, Silliguri.For Most Reputed OrganizationNBFC/BankingProduct: Mutual Fund/Corporate Fixed Deposits---- Third Party Distribution ( Somehow Cross sale and Most Direct Sales)Age is not below than 25 yrs and Maximum 40Qualification:-GraduateJOB DESCRIPTIONJob Title: Relationship Manager Financial Products Distribution Date:Job Holder Name: Dept: Financial Products DistributionReports To: Regional Manager Financial Products Distribution Location: Regional Offices1: Job Purpose Statement (Summarise in one/two statements why this job exists and the contribution makes to the overall business of the company).To cross-sell mutual funds, fixed deposit, bonds/NCDs & other financial products business to existing set of customers, new customer acquisition through corporate and BTL activities in the assigned geography.2: Duties & Responsibilities ( List in the order of importance the duties & responsibilities of this job)Sourcing customers for Mutual funds, Corporate FDs and bonds within the assigned region.Cross Sell and Up Sell existing set of mapped customers.Create gateway for corporate investmentsIncreasing overall Mutual Fund AUMAdd new customers in FPD channelMarket Analysis, Sales Scripts, One-off research briefings as well as crisis communication.Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted.3: Organisational Relationship (Provide an organisational chart which illustrates the organisational structure above and below this position).Zonal Manager Financial Product DistributionRegional Manager Financial Product DistributionRelationship Manager Financial Product Distribution4: Key Challenges (List the key tasks performed to support the main objectives of the position).Identify prospectsCovering demographics.5: Decision Making Authority (Describes the type of decisions made alone, those on which the manager must be consulted, those referred to a higher level, and job procedures to be followed).NA6: List of internal and external stakeholders the role is expected to interact with to execute duties effectivelyInternal IT Team, Business Excellence, Investment product distributionExternal AMC and MIBL.7: Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position).Professional QualificationSkills and KnowledgeCompetenciesMBA/ Graduate with 4 years of Sales and Marketing post qualification relevant experienceAnalytical skillsCommunication skillsDecision Making skillsGood market knowledgePositive AttitudeConvincing skillsSalary package will be Rs 3.60 to 7.50 Lacs (CTC Not Constraintfor the Right Candidate)ContactRupesh Pathakhidden_mobileMail: hidden_email

Keyskills :
fixed depositssalessipmarketingdirect salesmutual fundsbusiness development

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