Prospect, sell to, and manage relationships with business leaders, HNI clients, and senior decision-makers at large national and multinational organizations. Develop business through consultative engagement with finance, treasury, and CEO-level stakeholders. Identify opportunities for primary sales, relationship management, and cross-selling mutual fund investment products. The role requires strong communication, market knowledge, networking ability, attention to detail, and AMFI/NISM certification.
JOB DESCRIPTION
Relationship Manager – EPCG (Elite Partners Client Group) Position title:
Mumbai Locations:
Sales & Distribution Department:
IL-4 Grade:
Senior/Regional Manager – EPCG Organizational relationships Reports to:
• The position is responsible for prospecting, selling & managing business leaders in large national and multinational organizations in the assigned region
• Ensure effective and smooth relationship with assigned corporates in the region for growth in business.
• Responsible for prospecting, selling & managing Business Leaders, HNI’s in large national and multinational organizations in the assigned region.
• Influence decision making at senior levels of prospective business organizations.
• Developing business through consultative engagement with Finance/Treasury heads and / or CEO's.
• Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Key responsibilities Behavioural Competencies:
• Should have an eye for detail.
• Should be having a pleasing & smart personality.
• Should have strong communication skills.
• Market knowledge / extensively networked.
Role Specific Competencies:
Formal Qualifications / Prior Work Exp
• MBA or Graduate with minimum 4-5 years of experience.
• AMFI (NISM) certification compulsory before joining.
• Exposure to M.F industry will be added advantage.
• Ready to expand job portfolio horizontally.
Relationship Manager – EPCG (Elite Partners Client Group) Position title:
Mumbai Locations:
Sales & Distribution Department:
IL-4 Grade:
Senior/Regional Manager – EPCG Organizational relationships Reports to:
• The position is responsible for prospecting, selling & managing business leaders in large national and multinational organizations in the assigned region
• Ensure effective and smooth relationship with assigned corporates in the region for growth in business.
• Responsible for prospecting, selling & managing Business Leaders, HNI’s in large national and multinational organizations in the assigned region.
• Influence decision making at senior levels of prospective business organizations.
• Developing business through consultative engagement with Finance/Treasury heads and / or CEO's.
• Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Key responsibilities Behavioural Competencies:
• Should have an eye for detail.
• Should be having a pleasing & smart personality.
• Should have strong communication skills.
• Market knowledge / extensively networked.
Role Specific Competencies:
Formal Qualifications / Prior Work Exp
• MBA or Graduate with minimum 4-5 years of experience.
• AMFI (NISM) certification compulsory before joining.
• Exposure to M.F industry will be added advantage.
• Ready to expand job portfolio horizontally.
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