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Sales Relationship Wealth required for a Asset Management co in Pune

Keywords / Skills : National Distributors, Wealth Management, Private Banking, Portfolio Management, Mutual Funds, Relationship Manager, Wealth Management And Acquisition, Investment Advisor

1 - 6 years
Posted: 2019-01-22

Banking/Accounting/Financial Services
Sales/Business Development
Banking, Insurance & Financial Services
Relationship Manager
Private Banking
Sales Exec/ Sales Representative
Other Sales
Master OF Business Administration (MBA)
2.50 - 5.00 lacs
Posted On
22nd Jan 2019
Job Ref code
PUNE-Sales Relations
hip Wealth
Job Description
Sales Relationship Wealth required for a Asset Management co in Pune

Role- Sales -Relationship -National Distribution (ND Wealth Channel)

Location- Pune-Bhandarkar Road

Dept- Sales reporting to Distribution head and Branch Head

Experience- 1-5 years ( Male of Female)-MBA preferred

Looking at candidates working in other AMC’s in the Wealth / ND/ Retail/ Banking channel

Job description

Building and managing relationship with National Distribution channel (ND’s) and driving the wealth sales targets through them

Driving Mutual Fund National Distributors (ND's)

• Engaging with National Distributors (Independent Financial Advisors) and manage Wealth sales

• Enlarge the scope of existing Distributor relationships and penetrate deeper into the New Distributors

• Achieve Maximum Market Share for allocated Distributors.

• Relationship management and brand building exercises that enhance visibility and goodwill

• Understanding the Distribution Business model & mobilizing sales accordingly.

• Planning & executing activities/tie-ups to drive sales through respective channel.

• Updating Distributors of financial markets, Mutual Fund product & services.

• Maintain superior sales support & services for higher market share.

• Individual Role

About Company

The Code- "Sales Relationship Wealth Channel"
• Location – Pune
• Present Salary/CTC (Fixed+ Variables)
• Scanned Photo -
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