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06/08 Vershina Kaur Khalsa
HR Manager at Marwadi Shares & Financial Company Ltd

Views:52 Applications:9 Rec. Actions:Recruiter Actions:3

Marwadi Shares & Finance - Relationship Manager - Mutual Fund (2-4 yrs)

Ahmedabad/Gujarat/Surat/Vadodara/Baroda/Mehsana Job Code: 85856

JD for Relationship Manager (Mutual Fund) is

- Responsible for distribution, promotion and selling of Mutual Funds through allotted branches, clients and Distributors.

- Should be passionate for driving sales in direct market

- Should be hands on knowledge about mutual funds market

- To convert leads into sales

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization

- Will be primarily responsible for identifying, and souring clients for Mutual Funds only

- Responsible for achieving targets as assigned by the organization on a monthly basis

- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix

- Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.

- Providing training to IFAs for Business Development.

- Preparing business plans and strategies to develop business of IFA.

- Planning different activities to explore better business opportunities and new developments.

- Addressing and spreading awareness regarding investments in group client meets.

- Solving Branches, Clients and distributor's queries

- Establishing strong relationship and communication with Branches, Clients and Distributors.

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