Relationship Executive (Contractual Staff)

View: 106

Update day: 06-05-2024

Location: Panjim / Panaji Goa Davangere Karnataka

Category: Finance / Bank / Stock Insurance

Industry: Banking

Position: Relationship Executive

Job type: Full Time, Permanent

Salary: ₹ 2,00,000 - 4,50,000 P.A.

Experience: 2 - 4 years

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Job content

Responsible for Sales & Distribution of Mutual Funds through allocated channel/territory
Deliver the Sales targets given by the Relationship Manager and thus contribute in overall Area Targets
Maintaining good relations with clients to further procure and build business
All designated Sales & Marketing coordination activities
Achieve targeted new client / new SIP additions
Assist in evaluating market trends and gather competitive information
Ensure effective , efficient and error free Data collation and analysis
Consistent Sales reporting to the designated line of reporting
Build dynamic ,effective and error free database which would be consistently reported to the designated line of reporting and in line with the timelines of the designated reporting guidelines
Ensure all activities are in line within the framework of statutory guidelines
Any other assignment in line with overall sales & marketing strategies framed

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