Senior Recruiter at Arin Consultancy
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Senior Relationship Manager - Banking Sales - Asset Management Firm (7-15 yrs)
Job Purpose
- To serve as high touch point of contact for Banks & NDs accountable.
- Accountable to serve the unique and complex needs of Premiere Segment of Banks & NDs.
- To establish and maintain relationships with key clients to promote schemes.
- To mobilize targeted funds for various schemes in the channel area through the channel field force.
Key Responsibility Areas :
- Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships.
- Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere clients.
- Responsible for product placement, new business development, key negotiations and marketing campaign to promote schemes to the premiere segment - Banks & NDs.
- Delivering consistent and tailored service to the most valued premiere client.
- Ensuring adequate mix across all products and meeting set sales targets.
Developing markets and enhancing market share.
- Contributing to sustained growth in sales through initiatives targeted at long term development of client relationships and deep markets.
- Using relationships to mobilize funds under various schemes through Banks & NDs.
- Educating the clients about the schemes pre sales and converting them to buy these schemes.
- Sales paper work, data collation and reporting.
- Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.
- Promote an environment that supports diversity and reflects the Company brand.
Qualification & Experience :
Qualification :
- Minimum Qualification - Post Graduate / professionally qualified candidates will be preferred.
- Shall have qualified AMFI (Advisor's Module / NISM Series V-A).
Experience :
- 7+ years of experience in Mutual Fund Industry.
- Experience in Sales. Having worked with and served Banks & NDs will be an added advantage.
- Departmental & Functional Heads
- Product & Sales Team of Banks
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