The candidate should have a very transparent concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities, quick learner, amicable and has an excellent liaison maintaining capacity.
Acquisition of recent customers for our products.
Creating and managing the distribution franchise comprising of individual agents, corporate distributors and brokers
Responsible for achieving productivity targets for numbers & Value
Maintain and deepening relationship with brokers / partners
Current broker empanelment
Maintain monthly & quarterly sales activity plan and ensure flawless execution
Regular Broker/Distributor/Agent/Branch visits/support in sourcing liability business




Proactively engaging with distributors/brokers for increasing their deposit allocation
Strategy and Plans for new distributor tie-ups
Market intelligence with respect to clients, pricing, products, competition

Qualification & Experience:
Candidates must be a B.Com or any Graduate.
NISM V-A Series Certification mandatory.
Minimum 2 years of working experience in the related field is required for this position.
Preferably RMs specializing in the field of distribution / channel management in AMC/Mutual Fund / Financial Services.
Having good relations and contacts with top clients and distributors is a must.
Should be presentable and have valuable communication skills.

📌 Relationship Manager Lucknow
🏢 PPFAS Asset Management
📍 Lucknow