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
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).
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).
MBA/ Graduate with 4+ years of Sales and Marketing post qualification relevant experience
Decision Making skills
Good market knowledge
Salary package will be Rs 3.60 to 7.50 Lacs 9 (CTC Not Constraint for the Right Candidate)
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