Relationship Manager - Sales - Financial Services

Qualification: Graduation / PG.

- We are looking to hire a Sales RM, ideally in the experience range of 10 - 20 years , though can be flexible depending on the candidate's merit.

- He/she should have had sales / client relations experience in a reputed AMC (e. , mutual funds, PMS, AIF), or in a wealth management firm.

Desired Profile:

- B2B sales experience in SEBI-regulated PMS / AIF / mutual funds or in Wealth Management setups.

- Should have handled HNI / Wealth / Family office in prior roles.

- Strong references and should have added value to both clients as well as the prior employer.

- Should be able to work closely with national distributors, wealth partners and direct clients.

- Good team player.

- Should have the characteristics and temperament to be able to gel well with other team members.

- Process oriented, driven and have the ability and urge to achieve targets.

- Good communication skills - oral and written.

- Clean track record on matters of ethics and integrity.

- Strong interpersonal & communication skills.

- Sales or Business development Mindset.

- Knowledge of fundraising regulations & compliance.

- Comfortable with targets & investors' expectations.

- Local candidates, having proficiency in Punjabi Language preferred.

Key Responsibilities.

- Develop & implement sales strategy, promote distribution network, and collaborate internally to achieve organizational target.

- Acquire direct clients in target markets, drive sales, and increase market share.

- Lead the state-wide sales efforts provide guidance, support, and direction to the sales function.

- Regularly visit and communicate with institutional clients and distributors across assigned geography, to maintain strong relationships.

- Identify and evaluate new market opportunities, and distribution channels to expand the reach of the fund house.

- Evaluate and establish partnership opportunities to enhance competitive positioning.

- Represent the fund at industry conferences, client meetings, and other relevant events to promote the organization and its funds.