Job Description

Job Description

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Job Title: B-2-B RM

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Reports to: AVP

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Location: Andheri (East)

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CTC range: 4 lacs to 6 lacs per annum

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Skills Required:

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- Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc.
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- Good Communication& interpersonal skills.
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- Knowledge of AI tools and generate clients report.
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- Should possess strong networking & relationship building skills.
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- Should be result oriented & team player.
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- Energetic person with excellent analytical& multitasking abilities.
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Duties & Responsibility: B-2-B

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- Initiating and building distribution channel by appointing recent distribution partners.
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- Understanding and offering various financial products to channel partners
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- Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and
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portfolio structuring for their investors.

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- Managing client AUM Across different financial products.
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- Ability to sustain business relationships through prudent & meaningful Advisory a n d
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prompt delivery with regards to key deliverables.

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Education and Experience:

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Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage.

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2 to 6 Years' experience in channel management.

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