Relationship Manager - Sales - Financial Services

काम का वर्णन

- AUM Growth through Relationships: Build and maintain relationships with key partners like national distributors, banks, and direct clients to drive Assets Under Management (AUM) growth.

- Promotion & Brand Strategy: Plan and implement targeted promotional strategies to increase market penetration and brand visibility at both the investor and distributor levels.

- Channel Strengthening & Training: Strengthen distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.

- Operational Compliance: Ensure seamless branch operations with strict adherence to regulatory compliance.

- Sales of PMS to HNIs: Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments, including banking, non-banking, institutional, and offshore investors.

- Relationship Management with Intermediaries: Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors (IFAs) to generate business across the region