Job information
About this opportunity
Quick summary
Dspim
Delhi
Finance & Banking
6+ years
As a Relationship Manager, you will be responsible for expanding DSPAMs market footprint across diverse distribution channels. Your primary focus will be to drive Asset Under Management (AUM) growth by fostering high-value relationships with Banks, National Distributors (NDs), Independent Financial Advisors (IFAs), and Wealth Desks.
Objectives of the Role:
- Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients
- Act as a dedicated partner to channel partners, providing them with timely market insights, product updates, and portfolio construction support.
- Focus on building "sticky" core assets through SIP/STP book building and ensuring high retention of existing AUM.
- Drive gross and net sales of Mutual Fund products by strategically managing channel partners
- Develop and maintain relationship with clients that will generate future sales and repeat business
- Conduct high-impact presentations and IAPs (Investor Awareness Programs) to educate partners and end-clients on DSPAM's investment philosophy.
- Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions.
- Execute the sales plans and meet the set targets
Skills Required:
- Has capital market knowledge and relevant experience of the industry
- Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating.
- NISM VA certified or can complete certification before joining
Years of Experience:
Candidate with 6 - 10 years of experience.
Qualification:
Graduate in any stream. MBA or CFA/CFP candidates will be given preference.
Listing details
- Employer
- Dspim
- Location
- Delhi
- Structured address
- Delhi, Delhi
- Category
- Finance & Banking
- Base salary
- Not disclosed
- Valid through
- Check official source
- Reference
- c03fb891-0edf-49f7-ad55-b08b7b4fa71f
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