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Pranay Mestry

Client Relation Manager at Upgrad Rekrut India

Last Login: 03 February 2023

Job Views:  
59
Applications:  14
Recruiter Actions:  0

Job Code

1180137

Relationship Manager - Exchange Traded Funds Sales - Asset Management Firm

4 - 10 Years.Delhi NCR/Bangalore
Posted 1 year ago
Posted 1 year ago

Our client is one of the Leading and largest Asset Management Company in India. They have entrusted us to hire Relationship Manager - ETF Sales for Delhi & Bangalore.

Experience - 4 to 7 Years

Education - MBA/PGDBM

Location - Delhi/Bangalore

Role Purpose:

Responsible to enable ETF sales by leveraging product knowledge and supporting the zonal sales team. Primarily responsible for conducting product trainings and knowledge sessions for distributors, investors and internal employees and achieving ETF business targets for the assigned Region. To be the Single point of contact for all ETF related sales closures & queries of the team and investors.

Key Accountabilities:

1) Responsible for Concept Selling across the region, leveraging mapped distributor & investor relationships.

2) Drive Sales through National & Regional Distributors, RIAs, Wealth & other retail distribution channels.

3) Design and execute sales strategies with local distribution channels and broking platform.

4) Responsible for ETF targets(Net Sales, Investor Count, IAP Events) for the Zone and to create positive environment to drive passive products sales.

5) To conduct Regular Training and Knowledge Sessions for distributors, Internal Employees & investors across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information.

6) To conduct Regular individual & group meetings with investors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market.

7) Grow, develop and activate new distribution and business verticals - PMS, PFs, Broking, Family Offices.

8) Providing critical ground level feedback for enhancing business activities, products & any other feedback based on customer & team interaction.

9) Give market feedback to central team on Competition Products Positioning and Product sales in market.

10) Recommend ETF's as part of Asset Allocation / Core portfolio to investors directly or through RM's.

Interested candidates can call Pranay Mestry at 9820564460.

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Posted By

user_img

Pranay Mestry

Client Relation Manager at Upgrad Rekrut India

Last Login: 03 February 2023

Job Views:  
59
Applications:  14
Recruiter Actions:  0

Job Code

1180137

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