Direct Channel Relationship Manager - Mutual Fund Job in Prudent Corporate Advisory Services Limited

Direct Channel Relationship Manager - Mutual Fund

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Job Summary

Dealing with HNI/Corporate clients ONLY

To generate business by carrying self-target from Mutual Fund Distribution - Core profile is Mutual Fund advisory

Acquiring New clients, Ability to build good relationship with them

Sound knowledge of Mutual Fund Products, AIF, PMS

Sound knowledge of taxation applicable to all kind of investment products

Capable to prepare & give Presentation to clients

Cross selling of all other products like Insurance (Life & General), Bonds, Unlisted Shares, Stock Broking

No travelling, based at Ahmedabad only

Apart from Salary, Incentive will be there which is linked with performance

Desired Profile:

AMFI Certified, Minimum 3 years and above experience in MF advisory

Candidates working with Mutual Fund Distributor/AMC will be preferred

Good Coordination, Communication & Presentation skills

Ability to build good relationship with customers, Acquire new customers

Handling client queries on immediate basis

Capable to Increase Productivity & Analyze the failure

In-depth knowledge of Mutual fund and other financial products & applicable taxation

Experience Required :

3 to 5 Years

Vacancy :

2 - 4 Hires

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