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Principal Mutual Fund - PNB - Relationship Manager (RM)

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

Primary Responsibility of the candidate is to build, develop and enhance relationships across the Retail Distribution, Banking & IFA Channels.- Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr. - Ensure timely coverage of all the relationships assigned which should result into effective communication about Principal PNB mutual funds, its schemes and all other aspects.- Maintain the highest degree of learning required to be able to service these clients for products and services in the asset management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.- The role encompasses a variety of related activities like innovative sales initiatives and ideas, coordination for sales meetings and keeping a tab on mutual fund market information. - Establish annual, quarterly, monthly, or weekly sales plans and priorities and schedule own activities so these targets are met.Key Skills- The candidate should have minimum 3 - 9 years of experience in Mutual Funds / Wealth Management / Securities in the last 1 year. - Good communication skills, presentable and demonstrated ability of working with large banks, wealth management companies, distributors and IFAs.- He/ she should be NISM certified (Advisory Module)- MBA is a must. - He/ she should have the right attitude, open to travelling and have good communication skills (English and local language)
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 3-8


Funds Management
Applying for this job will take you to an external site


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