Assistant Manager at L&T Financial Services
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L&T Financial Services - Relationship Manager (0-3 yrs)
Job Title : RELATIONSHIP MANAGER
Grade : Senior Executive /Assistant Manager
Platform : Investment Mgmt.
Reporting To : Branch Head
Salary Range : 3 Lacs- 5 Lacs (excluding variable)
JOB PURPOSE
- Mananging Channel sales via various channels (Banks, IFA & ND)
- Advising distributors on broader investment options available in Mutual fund space across various asset classes Debt, equities and hybrid
1. PRINCIPAL ACCOUNTABILITIES
- Increasing Net Sales and Market Share through distributors
- Meeting the distributors and selling our products
- Liaison and synergize with various internal departments and contribute to sales strategies
- Activate distributors and generating regular business from all these counters
- Generating sales from channels like Banks, IFA, and ND etc.
- Building, Maintaining and cementing relationship to promote schemes across counters.
- Provide information, marketing support, best in class sales and service support to distributors on a regular basis with aim to improve their business experience.
- Organizing training programs, presentations and portfolio Manager conference calls for distributors.
- Adherence to our company norms, values and integrity
2. DIMENSIONS
Financial Dimensions (if applicable)
To achieve sales target and increase market share
3. SKILLS AND KNOWLEDGE
Educational Qualifications
- Any graduation, MBA in marketing is preferred, should be channel sales, mutual fund sales
- NISM VA - Distributor Module is compulsory
Functional Skills
- Excellent Communication skills
- Strong Interpersonal Relationships
Relevant and total years of Experience :
0-3 years of experience in mutual fund sales
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