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RM-(Corporate Fixed Deposits) Job in Privilege @ Privilege Consultant

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 RM-(Corporate Fixed Deposits) Job in Privilege

Job Description

    LOCATION:-AHMEDABAD, VADODARA, MUMBAI, DELHI

     For Most Reputed  Organization NBFC/Banking

    Product: Mutual Fund/Corporate Fixed Deposits---- Third Party Distribution ( Somehow Cross sale and Most Direct Sales)

    Age is not below than 25 yrs and Maximum 40

    Qualification:-Graduate

    Preference : Candidate working in the Securities market and Have Experience of Selling Corporate Fixed Deposit (CFDs)

    JOB DESCRIPTION 

     

    Job Title: Relationship Manager Financial Products Distribution Date:

     

    Job Holder Name: Dept: Financial Products Distribution

     

    Reports To: Regional Manager Financial Products Distribution Location: Regional Offices

     

     

    1: Job Purpose Statement (Summaries in one/two statements why this job exists and the contribution makes to the overall business of the company).

     

    To cross-sell mutual funds, fixed deposit, bonds/NCDs & other financial products business to existing set of customers, new customer acquisition through corporate and BTL activities in the assigned geography.

     

     

    2: Duties & Responsibilities ( List in the order of importance the duties & responsibilities of this job)

     

    Sourcing customers for Mutual funds, Corporate FDs and bonds within the assigned region.

    Cross Sell and Up Sell existing set of mapped customers.

    Create gateway for corporate investments

    Increasing overall Mutual Fund AUM

    Add new customers in FPD channel

    Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication.

    Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted.

     

     

     

    3: Organizational Relationship (Provide an organizational chart which illustrates the organizational structure above and below this position).

     

    Zonal Manager Financial Product Distribution

         

     


    Regional Manager Financial Product Distribution

     

    Relationship Manager Financial Product Distribution

     

     

    4: Key Challenges (List the key tasks performed to support the main objectives of the position).

     

    Identify prospects

    Covering demographics.

     

    5: Decision Making Authority (Describes the type of decisions made alone, those on which the manager must be consulted, those referred to a higher level, and job procedures to be followed).

     

    NA

     

    6: List of internal and external stakeholders the role is expected to interact with to execute duties effectively

    Internal IT Team, Business Excellence, Investment product distribution

    External AMC and MIBL.

     

     

     

    7: Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position).

     

    Professional Qualification

     

     

    Skills and

    Knowledge

     

    Competencies

     

    MBA/ Graduate with 4+ years of Sales and Marketing post qualification relevant experience

     

     

    Analytical skills

    Communication skills

    Decision Making skills

     

    Good market knowledge

     

     

    Positive Attitude

    Convincing skills

     

    Salary package will be Rs 4 to 8.50 Lacs  (CTC Not Constraint for the Right Candidate) 

    Contact

    Rupesh Pathak

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    Mail: hidden_email

     

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: RM-(Corporate Fixed Deposits) Job in Privilege

Contact Details:

Company: Privilege Consultant
Location(s): Ahmedabad

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Keyskills:   direct sales business development marketing mutual funds sip sales fixed deposits

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Privilege Consultant

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