Relationship Mgr-Retail Sales (IFAs/NDs/MFDs), Pune

From 5 to 6 year(s) of experience
₹ 12,00,000 P.A.

Job Description

Roles and Responsibilities

    • Banking channel experience preferred; the candidate will need to manage IFAs/NDs/MFDs as well so the role will be a mixed channel
    • MFD experience will be an add-on but not a must have as we can train candidates with banking exp
POSITION: Relationship Manager – Retail Sales

Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.


Generating Business

Contribute to sustained growth in sales through initiatives targeted at long term developmentof distributor relationships and deep markets for the organization.
Achieve defined sales targets through a consistent sales effort by establishing annual,
quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so thesetargets are met.
Maintain call reports and implement the sales process of the organization.
Drive profitability & market share from the sourced AUM.

Building positive relationships with channel partners

Strengthen working relationships with current channel partners and distributors to entrench the brand and advance sales.
Maintain & prioritize regular contact with channel partners to sustain and improve the
Ensure our distributors have a detailed understanding of our funds & products.
Offer support to channel partners on marketing material, product information, investment
strategies, investment outlook and joint calls with prospective investors.
Coordinate and lead distributor events, training initiatives offered to distributors, Fund
manager calls and Investor Education initiatives in your assigned channel and distributor
Identify, research, and contact prospective distributors and build positive relationships thatwill generate future sales and repeat business

Sales support & market intelligence

Coordinate with product and research team to provide support to the channel partners.
Provide sales support to existing and new relationships, respond to more complex customerenquiries.
Collect market & competitor intelligence on investment strategies, engagement efforts andtalent and share within the organisation.

Knowledge, Skills,Competencies

Excellent inter personal skills, communication & presentation skills
Well entrenched & networked in the local AMC market
Strong grasp of investment concepts and products in the asset management industry includinga very good understanding of equity & fixed income markets.
Effective knowledge of MS Word, Excel and PowerPoint
Strong on analytics and problem-solving skills.
Aptitude for encouraging positive relationships


NISM Series V - Mutual Funds Distributor Module certifiedCompetencies
Excellent Communication
Innovation & Continuous Improvement


A positive and go getter attitude & strong teammate.
Display entrepreneurial drive, passion and enthusiasm.
Customer oriented attitude

Preferred IndustryExperience

Financial Services preferably Mutual Funds
1- 3 yrs

Role:Sales Manager

Salary: 12,00,000 P.A.

Industry:Financial Services

Functional Area:BFSI, Investments & Trading

Role Category:Trading, Asset & Wealth Management

Employment Type:Full Time, Permanent


UG:Any Graduate

PG:MBA/PGDM in Any Specialization

Company Profile

Talent Leads HR Solutions Pvt Ltd

Leading Global Financial services company
Company Info
View Contact Details+

Contact Company:Talent Leads HR Solutions Pvt Ltd