1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
6.00 LPA TO 8.00 LPA
POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 12.00 LPA
Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.
Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
Selling Mutual Fund/ Equity/Debt/Currency/Alternate Investments
Responsible for building AUM and revenue ...
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
22.00 LPA TO 22.00 LPA
POSITION: Senior Manager – Institutional Sales
Reports to(Position): VP and Zonal Head – Institutional Sales
Business Unit: Institutional Sales
Position Purpose:
The position will be responsible for handling corporates and other Institutional Clients, Liaising with Mid and Large size treasuries/Institutional Clients.
Responsible for developing, building, and managing existing/new relationships for improving the market share and acquiring new set ...
4 Opening(s)
5.0 Year(s) To 12.0 Year(s)
11.00 LPA TO 21.00 LPA
Excellent knowledge of SEBI MF Regulation
Hands on experience of NAV computation or Hands on experience of Mutual Fund Reporting or Hands on experience of Equity, Derivative & Debt Valuation
Minimum relevant experience of 5 years
Working knowledge of Multifonds system
Fund Accounting for catering Mutual Fund segment.
- Preparation of monthly/quarterly NAV workbooks and economic allocations, ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
8.00 LPA TO 8.00 LPA
Relationship Manager – Retail Sales (All Channels)Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term ...
9 Opening(s)
1.5 Year(s) To 7.0 Year(s)
3.50 LPA TO 8.00 LPA
Deal with the HNI clients and sell ULIP products
Recruit and train distributors - Organize and run recruitment events for distributors
Continued training and motivating the team to drive ULIP business
Attend joint field work and help the distributors whenever needed
No need for IRDA or Mutual Fund exam. Direct empanelment.
11 Opening(s)
1.5 Year(s) To 7.0 Year(s)
3.50 LPA TO 8.00 LPA
Deal with the HNI clients and sell ULIP products
Recruit and train distributors - Organize and run recruitment events for distributors
Continued training and motivating the team to drive ULIP business
Attend joint field work and help the distributors whenever needed
No need for IRDA or Mutual Fund exam. Direct empanelment.
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
8.00 LPA TO 8.00 LPA
Relationship Manager – Retail Sales (All Channels)Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term ...
2 Opening(s)
8.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 10.00 LPA
Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term development of ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...