Role & responsibilities

- Build strong relationships with MF distributors

- Building relationship with the existing direct clients and leads for business generation

- Acquiring new clients for the company through own references and leads provided by the company

- Meeting Sales targets in terms of Inflows , SIP etc.

- Initiate and maintain personal contact with existing investors and allocated leads over the phone and meeting

- Contacting minimum number of distributors/clients per day/week/month

- Passing on Feedback on calling in a defined format on a daily/periodic basis

- Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere Distribution clients.

- Responsible for product placement, current business development, key negotiations, and marketing campaign to promote schemes to the premiere segment IFAs, Banks & NDs.

- Delivering consistent and tailored service to the most valued premiere Distribution client.





- Ensuring adequate mix across all products and meeting set sales targets.

- Developing markets and enhancing market share.

- Contributing to sustained growth in sales through initiatives targeted at long term development of Distribution relationships and deep markets.

- Using relationships to mobilize funds under various schemes through Banks & NDs.

- Educating the clients about the schemes presales and converting them to buy these schemes.

- Sales paperwork, data collation and reporting.

- Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.

Preferred candidate profile

- Excellent communication skills

- Passion to talk and convert lead into a sale

- Soft skills to handle all types of distributors / clients over phone

- Willingness to learn

- Goal oriented

Qualifications: Graduate & NISM Certification is mandatory.

📌 Relationship Manager (Chennai)
🏢 Quantum Asset Management
📍 Chennai