Virtual Relationship Manager
DSP Asset Managers Pvt. Ltd · dspim.com
MumbaiRemoteLead / Manager
The job in short
Remote relationship management for clients.
ExcelCompliance
Details
- Found
- 23 d ago · posted 2025-03-25
- Location as listed
- Mumbai, IN
- Role
- Banker / Relationship Manager
- Source
- The company’s own careers site
Full description
Objective of the role:
• Responsible for Relationship management and handling MF sales through Mutual Fund Distributors(MFDs)
• Ensuring IFA activation and focus on MF products to increase market share of DSP
• Conduct regular meetings with MFDs and their clients and keep them updated on our product and services. Mainly through online meeting platforms, phone calls, email, WhatsApp etc.
• Build AUM and Market Share by ensuring better brand recall and mindshare for DSPAM
• Provide feedback and competitor activities for improvisation
• Training IFAs and building their knowledge levels through training/workshops on DSP products and Services.
• Ensuring 100% compliance of regulatory matter including EUIN and ARN with timelines
Skills needed:
• NISM VA Certified
• Knowledge of Equity & Fixed Income
• Excellent communication skills.
• Ability to influence and convince stakeholders
• Strong knowledge of Microsoft Office (Word, Excel & PPT)
Experience:
• We are looking for a candidate with 2 years of experience in Mutual Fund sales
Qualification required:
• Any Post Graduate degree. Candidates with specialization in Finance will be preferred.
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