B2B Relationship Manager - Mutual Fund

Job Description:

Primary Responsibility:

Roles and Responsibilities:

1. Responsible for Sales from IFA.

2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling.

3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors.

4. Should be completely updated on the various products and markets situation and scenario.

Additional Details:

Work Level: Individual

Core: Communication Skills

Leadership: Building Work Relationships

Role: Mutual Funds Sales

Industry Type: Asset ManagementFinancial Services

Function: Trading, Asset & Wealth Management

Key Skills: Ifa Sales, Mutual fund sales, Mutual Fund, Channel Sales, B2b, Asset Management

Education: Post Graduate