Relationship Manager - Sales - Mutual Fund (2-10 yrs)
Relationship Manager - Mutual Funds
- Responsible for delivering SIP / Lump sum targets
- Activate 75 % of MFSBs MOM
- Conduct SB (Sub Broker) engagement programs every month
- Work on Inactive SBs to make them Active
- Manage 90 % of SIP Registered to Triggered ratio
- Acquisition of potential new Sub-broker/Franchise/channel partners with team & individual.
- Up selling of Financial products - Life Insurance, Mutual Fund - SIP etc
- Deliver outstanding customer service with enthusiasm and a winning smile.
Technical Skills :
- Knowledge of TABLET operations & basic computer skills
Desirable Skills :
- Candidate with the knowledge of regional language will be desired & preferred however not must.
- Good knowledge & social network of the city.
- He should be flexible enough to travel.
- Should have good communication and convincing skills
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