10 years Mumbai / Pune / Bangalore / Hyderabad/ Kolkata /Delhi / Indore / Lucknow / Jaipur

IT Skills: MS Office

Roles and Responsibilities:

- Build robust 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, new 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 clients.





- 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.

Skill Set & Personality Traits:

- 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.

Industry:

- BFSI (Banking, Financial Services, and Insurance).

Email us at [email protected]

📌 Relationship Manager/Sr. Relationship Manager / Location Head / Regional Head (India)
🏢 Quantum Mutual Fund
📍 India