Tata Asset Management Pvt. Limited

Position: Relationship Manager : MFD Segment

Position Title: Relationship Manager Retail

Department: Sales

Channel: Retail (MFD)

About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation.

Key Responsibilities:

1. Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF.
2. Activate distribution partners and increase productivity in terms of no. of applications and volume.
3. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month.
4. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand.
5. Adhere to the defined sales process and reporting requirements.
6. Use internal and external data for sharper focus and market intelligence.
7. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.
8. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements.
9.



Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS.
10. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements.
11. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner.
12. Any other Job as assigned by the management from time to time

Behavioral Competencies

1. Effective Interpersonal skills
2. Strong Communication skills
3. Adaptability
4. Effective Relationship building

Role Specific Competencies

1. Effective networking skill
2. Self-Starter and Ability to work on multiple tasks simultaneously
3. Quick learning Ability
4. Always updated with latest information on products
5. Solid memory to recall product information
6. Ability to gauge the clients interest and orientation, and to pitch for suitable products
7. Keen interest in markets
8. Ability to come up with insightful information during the client discussion

Minimum Qualification: Graduate/Postgraduate. Preferably in Finance. Work Experience: At least 3-5 years of relevant experience in local market in managing the distributors MFDs.

📌 Relationship Manager - MFDs (Chennai)
🏢 Tata Asset Management
📍 Chennai