Retail Sales | IFA |Asset Management Company

Sales/Business Rajkot, Jamnagar, Bhavnagar, Surat, Ahmedabad Ahmedabad, Bhavnagar, Mumbai, Rajkot, Surat February 25, 2026 - February 26, 2026 Mutual Fund

Job Overview
• Office Location (Area) Rajkot, Jamnagar, Bhavnagar, Surat, Ahmedabad
• Salary Offer 7 to 8 LPA
• Course Type Full Time
• Min Required Experience (Years) 4
• Max Required Experience (Years) 5

RELATIONSHIP MANAGER -SALES & MARKETING

JOB INTENT

The position relies on relationship building and consultative selling. Researching and identifying sales

opportunity, generating leads, target identification and classification. Reaching out to new customers

and making presentations or pitches outlining the benefits of the product.

FUNCTIONAL COMPETENCIES

Sales Acumen
• Market and Competitive intelligence – knowledge, network and application
• Effective selling techniques
• Sales force effectiveness – tracking and developing

Business Development
• Market prospecting (develop new business and share/incorporate relevant

market knowledge with the organization to ensure the opportunities are

addressed)
• Relationship management and Networking (to maintain and develop business

relationships)
• Market sensing for better product customisation and selling

Marketing Acumen and Analytics
• Knowledge of Mutual Fund industry
• Knowledge of MF distribution business model
• Knowledge of tools and principles of marketing – 4Ps, marketing research,

area potential mapping and forecasting tools
• Market insight gathering and related data analytics
• Database management for marketing promotions and tracking their impact

JOB RESPONSIBILITIES

 Maintaining relationship with all potential and existing clients of the territory under his/her scope of supervision.

 Ensuring proper servicing and after sales support to clients

 Data reporting to management and gathering market intelligence

 Support and contribute towards the Area’s revenue and profitability targets

 Achieve the targets as set by your reporting Manager which would change from time to time and would be communicated to you as decided by the Management

 Build new clients and add market share as per targets set with your reporting Manager.

 Increase the market reach in and around the territory

 Gather competitive information and assimilate the same for further analysis

 Researching the market and related products;

 Presenting the product in the right light and in a structured professional way face-to-face.

 Ensuring all Compliance standards are met with while selling the product or reporting the product sale

Job Specifications

 Working experience of 1 – 2 years

 Preferably MBA from a reputed Institute (not Mandatory)

 Current good Networking

 Self-managed, highly driven by relationship management and revenue generation.

 Excellent understanding of company products, company processes, regulatory requirements and business risk

 Deep industry and investment knowledge.

 Good influencing skills

 Excellent written, verbal communication and presentation skills

 Strong time management, organizational and problem solving skills.

POINTS FOR JOB FACTORS AGGREAGATE SCORE:

Sales Acumen
• Needs limited understanding of Company products, external environment and competitive products

and services.
• Does not need to understand challenges at Branch Offices or with Branch Managers and requires guidance in preparing solutions.

Business Dvlpt
• Needs some data to identify Branch Offices/Branch Managers in need of support for achieving numbers
• Faces limited challenges or has a limited understanding of how to motivate the sales force.

Needs to maintain existing relationships at status quo with existing accounts.
• Needs handholding for identifying new business with the key accounts
• Needs to takes steps to resolve any client concerns in the short term
• Needs to focus on developing short term client relationships.

Mktg Acumen and Analytics
• Needs to have a rudimentary point of view on the industry, types of market (Primary and Secondary market) features, technology and their applications
• Needs to have a working understanding of the nature and principles of markets, competition,

regulation, policy and business cycles.
• Needs to have the ablity to use standard marketing tools and techniques for selling for selling the MF

units