- Ensuring proper servicing and after sales support to clients.
- Establishing new relationships with the client and current clients and adding market share.
- Prospecting leads and contacting them.
- Business Development and sales reporting and working in achieving the sales target.
- Seek new opportunities through networking.
- Gather competitive information and assimilate the same for further analysis.
- Co-owning the AUM and Revenue targets of the company.
- MIS reporting to management and gathering market intelligence.
- To increase business by deepening existing client relationships. Increase the market reach in and around the territory assigned.
- Adherence to our Company norms and values, integrity, passion for prompt customer service.
- Knowledge of the local language of the region is mandatory.
- We are looking for candidates who are well versed with the Financial Investment Market.
Qualifications
- Experience Required: 3+ Years of relevant experience in the Mutual Fund Industry.
- Graduate/ MBA should be NISM Certified.
- Should have good communication skills.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Relationship Manager - Direct Sales Channel (Pune)
🏢 Parag Parikh Financial Advisory Services(PPFAS)
📍 Pune
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