Virtual Relationship Manager

Company : Dspim

Job Type : Full Time

Remote / Work from Home

Job Description - Virtual Relationship Manager

Objective of the role:

Responsible for Relationship management and handling MF sales through Mutual Fund Distributors(MFDs)
Ensuring IFA activation and focus on MF products to increase market share of DSP
Conduct regular meetings with MFDs and their clients and keep them updated on our product and services. Mainly through online meeting platforms, phone calls, email, WhatsApp etc.
Build AUM and Market Share by ensuring better brand recall and mindshare for DSPAM
Provide feedback and competitor activities for improvisation
Training IFAs and building their knowledge levels through training/workshops on DSP products and Services.
Ensuring 100% compliance of regulatory matter including EUIN and ARN with timelines

Skills needed:

NISM VA Certified
Knowledge of Equity & Fixed Income
Excellent communication skills.
Ability to influence and convince stakeholders
Strong knowledge of Microsoft Office (Word, Excel & PPT)

Experience:

We are looking for a candidate with 2 years of experience in Mutual Fund sales

Qualification required:

Any Post Graduate degree. Candidates with specialization in Finance will be preferred.

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