Senior Relationship Manager-Direct HNI Sales (Mutual Fund), Hyderabad
Job Description:
Key Result Areas
KRA (Accountabilities)
Retail Sales Execution
o Drives ongoing sales from the defined relationships and contribute towards regions achievements
o Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
o Profiles distributors and caters to their requirements to ensure ongoing business from them
o Ensures targeted number of folios are added and achieves targeted amount of new SIPs
Distributor Empanelment & Engagement
o Conducts regular meetings and contact with the distributors
o Undertakes empanelment and activation of distributors
o Disseminates updates and other product related information in timely manner
o Organizes and executes trainings and engagements for partners
Reporting and compliance
o Ensures 100% compliance with internal reporting & audit systems
o Provides weekly reports, to Regional Heads and Channel Heads
o Updates sales portal with requisite information to facilitate information collation and analysis
o Undertakes installation of advertising and publicity materials for brand visibility
Key Skills :
Company Profile
It is one of the leading asset managers in India, servicing around 10.6 million investor folios with a pan India presence across 300+ locations and overall AUM of Rs. 4,056 billion for the quarter ending March 31, 2025 under its suite of Mutual Fund (excluding domestic FoFs), Portfolio Management Services, Alternative Investment Funds, Offshore and Real Estate offerings.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.