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

Job Description

LOCATION:

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

Qualification:-Graduate

JOB DESCRIPTION 

 

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).

 

NA

 

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

Knowledge

 

Competencies

 

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) 

Contact

Rupesh Pathak

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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)

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