Virtual Relationship Manager
Objective of the role:
- Responsible for Relationship management and handling MF sales through Mutual Fund Distributors(MFDs)
- Ensuring IFA activation and focus on MF products to increase market share of DSP
- Conduct regular meetings with MFDs and their clients and keep them updated on our product and services. Mainly through online meeting platforms, phone calls, email, WhatsApp etc.
- Build AUM and Market Share by ensuring better brand recall and mindshare for DSPAM
- Provide feedback and competitor activities for improvisation
- Training IFAs and building their knowledge levels through training/workshops on DSP products and Services.
- Ensuring 100% compliance of regulatory matter including EUIN and ARN with timelines
Skills needed:
- NISM VA Certified
- Knowledge of Equity & Fixed Income
- Excellent communication skills.
- Ability to influence and convince stakeholders
- Strong knowledge of Microsoft Office (Word, Excel & PPT)
Experience:
- We are looking for a candidate with 2 years of experience in Mutual Fund sales
Qualification required:
- Any Post Graduate degree. Candidates with specialization in Finance will be preferred.