Key Responsibility Area:

- Managing Team and overall responsibility of RMs

- Run the designated relationships with sales agenda of equity mutual fund,Fixed income and Systematic Investment Plan sales

- Achieve mutual fund sales targets assigned Motivate, train & lead the team towards successful outcomes

- Conducting Training for RMs and Investors such as follow:

- Investor Awareness Program (Benefits of investment in Mutual funds, etc)

- Financials Planning & Asset Allocation

- Presentation on Equity & Debt market

- Providing Sales strategies, concept, marketing ideas and support to RMs

- Maintaining a comprehensive of market trends, investors trends.

- Collaborating Regional Manager to develop monthly and yearly business plans which includes marketing cutting-edge, Sales penetration goals.

- Maintain Sales Matrices - MIS, Budgets, Activities, Marketing etc.

- Recruitment of qualified and quality Relationship Managers for the territory.

Requirements





- Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.

- Candidate should have a network of existing clients and corporates with a strong relationship.

- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.

- Should have excellent team management skills.

- Certification in NISM and CFP is an added advantage.

- The candidate will be responsible for generating a lead and taking it to closure by working along with the Operation and Sales backend team.

- Create and enforce plans that will help meet the needs of clients.

- Must be self-motivated, flexible and able to manage several jobs at one time.

Mandatory Certifications: NISM V, NISM-Series-XXI-A

📌 Team Leader - Asset Management Company (Mumbai)
🏢 Mintskill HR Solutions
📍 Mumbai