Your browser does not support javascript! Please enable it, otherwise web will not work for you.

RM-(Mutual Fund & FD-TPD) @ Privilege Consultant

Home > Sales / BD

 RM-(Mutual Fund & FD-TPD)

Job Description


Dehradun ,Jameshpur, Mumbai ,Gorakhpur, Meerut , Lucknow, Patna, Gurgaon, Delhi /NCR, Jammu, Srinagar, Ludhiana,   Amritsar, Jalandhar, Chandigarh, Karnal,  

For Most Reputed  Organization NBFC/Banking

Product: Mutual Fund/Fixed Deposit---- Third Party Distribution ( Somehow Cross sale and Most Direct Sales)

Age is not below than 25 yrs and Maximum 40




Job Title: Relationship Manager Financial Products Distribution Date:


Job Holder Name: Dept: Financial Products Distribution


Reports To: Regional Manager Financial Products Distribution Location: Regional Offices



1: 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, Insurance, FD and bonds within the assigned region.

Cross Sell and Up Sell existing set of mapped customers.

Create gateway for corporate investments

Increasing overall Mutual Fund AUM

Add new customers in FPD channel

Market 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 Distribution



Regional Manager Financial Product Distribution


Relationship Manager Financial Product Distribution



4: Key Challenges (List the key tasks performed to support the main objectives of the position).


Identify prospects

Covering 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).




6: List of internal and external stakeholders the role is expected to interact with to execute duties effectively

Internal IT Team, Business Excellence, Investment product distribution

External 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 Qualification



Skills and





MBA/ Graduate with 4+ years of Sales and Marketing post qualification relevant experience



Analytical skills

Communication skills

Decision Making skills


Good market knowledge



Positive Attitude

Convincing skills


Salary package will be Rs 3.60 to 7.50 Lacs 9 (CTC Not Constraint for the Right Candidate) 


Rupesh Pathak


Mail: hidden_email


Employement Category:

Employement Type: Full time
Industry: Insurance
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: RM-(Mutual Fund & FD-TPD)

+ View Contactajax loader

Keyskills:   sales marketing direct sales fixed deposits mutual funds sip business development channel development management

 Job seems aged, it may have been expired!
 Fraud Alert to job seekers!

₹ 3.5 - 6 Lakh/Yr

Similar positions

Financial Controller - Finance & Business

  • Subhadra Jobs
  • 5 to 9 Yrs
  • Other Maharashtra
  • 1 day ago
₹ 2.5 - 5 Lakh/Yr

Manager-Industrial Sales & Marketing (Govt.)

  • Tex Corp
  • 6 to 10 Yrs
  • Delhi, NCR
  • 1 day ago
₹ Not Specified

Asst. Manager /Dy. Manager HR, Admin & Safety

  • HR Desire
  • 6 to 10 Yrs
  • Other Tamil Nadu
  • 1 day ago
₹ Not Specified

DGM - Sales & Marketing

  • Zecruiters Jobconnect
  • 12 to 17 Yrs
  • Gorakhpur
  • 2 days ago
₹ Not Specified

Privilege Consultant

PBC INFOTECH is one of the leading HR Solutions firm. PBC successfully placed more than 20000 candidates. From 2008 PBC successfully worked with more than 200 MNC'sOur vision is Connecting Education to Employment.