Relationship Manager
DSP Asset Managers Pvt. Ltd · dspim.com
GandhinagarLead / Manager3+ yrs
The job in short
Client relationship management.
Excel
Details
- Found
- 23 d ago · posted 2024-05-22
- Location as listed
- Gandhinagar, Gujarat, IN
- Role
- Banker / Relationship Manager
- Source
- The company’s own careers site
Full description
Objectives of the Role:
• Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients
• Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM
• Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain.
• Develop and maintain relationship with clients that will generate future sales and repeat business
• Build long term core assets through incremental net sales
• Develop and maintain relationship with clients that will generate future sales and repeat business
• Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions.
• Execute the sales plans and meet the set targets
Skills Required:
• Has capital market knowledge and relevant experience of the industry
• Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating.
• Working knowledge of Microsoft Office (Excel, Word, and Power Point)
• Positive attitude, self-motivated and confident
• NISM VA certified or can complete certification before joining
Years of Experience:
• Candidate with 3+ years of experience.
Qualification:
• Any Graduate/Post Graduate degree
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