Sr. Relationship Manager @ Topgear Consultants

Job Description

1: Job Purpose Statement (Summarize 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, FDs 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 and All Fixed Deposit.
• Add new customers in MFIS 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.
• Daily Sales meetings, Telephonic Calls, DSR , Customer Servicing etc .
• Achieving Revenue targets month on month.

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.

Interested Candidates can share their CV's at pr***l@to***************s.com

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Keyskills:   sales mutual funds sales b2c sales mutual funds fixed deposits sales manager relationship officer relationship manager sales officer