Relationship Manager

Key Responsibilities

• Drive Mutual Fund sales across assigned channels: Banks, IFAs, Wealth Counters, National Distributors, and Direct Clients.
• Develop and maintain relationships with clients to generate repeat business and long-term assets.
• Conduct client/associate meetings to understand their needs and provide feedback up the chain for strategic action.
• Track client feedback and competitor activity, and share insights to enable timely responses to market changes.
• Execute sales plans and achieve assigned targets.

Skills Required
Nism, Sales, Mutual Funds, Relationship Management, Banking, Management