Business Development - Private Banking Channel (HNIs) - Fund Management Company

Our client is India's top 3 AMC and have excelled by understanding investor's requirements and terms of risk / return expectations, based on which they design PMS products and suggest customized asset portfolio recommendations.

Role and Responsibilities : 

- Responsible to drive BD for Private Banking Channel in Pune.

- To build, develop & enhance relationships across Private Banks

- Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.

- Assume full accountability for all aspects of sales in their respective channel

- Help in communicating a strong and vibrant brand

- Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.

- Responsible for achieving Sales Targets, Sales patterns in the market.

- Market & industry analysis, Generating & increasing sales.

- Prospecting of customers through New client acquisition, network, data base, References and open market.

- To penetrate all targeted key accounts and originate upselling opportunities

- Ensure adherence to sales processes and requirements.

- Achievement of monthly, quarterly & yearly business plan.

Skills & Competencies : 

- Quick thinking and problem-solving skills

- Able to work independently and as a team player

- Excellent verbal communication skills and active listening skills

- Account Management skills, Excellent Presentation Skills

- Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.

- Thorough understanding of regulatory framework and Taxation Laws

- Positive and enthusiastic attitude

- Customer focus and result oriented approach

Qualification & Experience

- A Master's degree/professional qualifications

- At least 2 - 6 years experience in AMC / BFSI Space

- MDF Certified

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