3 - 12 years Pune / Bangalore/ Nagpur / Hyderabad / Chennai

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/Wealth Manager (Pune)
🏢 QUANTUM ASSET MANAGEMENT COMPANY PRIVATE
📍 Pune