The Role
Prospect, sell to, and manage relationships with business leaders, HNI clients, and senior decision-makers at large national and multinational organizations. Develop business through consultative engagement with finance, treasury, and CEO-level stakeholders. Identify opportunities for primary sales, relationship management, and cross-selling mutual fund investment products. The role requires strong communication, market knowledge, networking ability, attention to detail, and AMFI/NISM certification.
Summary Generated by Built In
JOB DESCRIPTION
Relationship Manager – EPCG (Elite Partners Client Group) Position title:
Mumbai Locations:
Sales & Distribution Department:
IL-4 Grade:
Senior/Regional Manager – EPCG Organizational relationships Reports to:
• The position is responsible for prospecting, selling & managing business leaders in large national and multinational organizations in the assigned region
• Ensure effective and smooth relationship with assigned corporates in the region for growth in business.
• Responsible for prospecting, selling & managing Business Leaders, HNI’s in large national and multinational organizations in the assigned region.
• Influence decision making at senior levels of prospective business organizations.
• Developing business through consultative engagement with Finance/Treasury heads and / or CEO's.
• Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Key responsibilities Behavioural Competencies:
• Should have an eye for detail.
• Should be having a pleasing & smart personality.
• Should have strong communication skills.
• Market knowledge / extensively networked.
Role Specific Competencies:
Formal Qualifications / Prior Work Exp
• MBA or Graduate with minimum 4-5 years of experience.
• AMFI (NISM) certification compulsory before joining.
• Exposure to M.F industry will be added advantage.
• Ready to expand job portfolio horizontally.
Relationship Manager – EPCG (Elite Partners Client Group) Position title:
Mumbai Locations:
Sales & Distribution Department:
IL-4 Grade:
Senior/Regional Manager – EPCG Organizational relationships Reports to:
• The position is responsible for prospecting, selling & managing business leaders in large national and multinational organizations in the assigned region
• Ensure effective and smooth relationship with assigned corporates in the region for growth in business.
• Responsible for prospecting, selling & managing Business Leaders, HNI’s in large national and multinational organizations in the assigned region.
• Influence decision making at senior levels of prospective business organizations.
• Developing business through consultative engagement with Finance/Treasury heads and / or CEO's.
• Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Key responsibilities Behavioural Competencies:
• Should have an eye for detail.
• Should be having a pleasing & smart personality.
• Should have strong communication skills.
• Market knowledge / extensively networked.
Role Specific Competencies:
Formal Qualifications / Prior Work Exp
• MBA or Graduate with minimum 4-5 years of experience.
• AMFI (NISM) certification compulsory before joining.
• Exposure to M.F industry will be added advantage.
• Ready to expand job portfolio horizontally.
Skills Required
- MBA or graduate degree
- Minimum 4–5 years of experience
- AMFI or NISM certification before joining
- Mutual fund industry exposure
- Strong communication skills
- Market knowledge and extensive professional networking
- Willingness to expand the job portfolio horizontally
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The Company
What We Do
NAMI (the National Alliance on Mental Illness) is the nation’s largest grassroots mental health organization. It works to build better lives for people affected by mental illness through advocacy, education, support, and public awareness. Founded by families, NAMI operates as an alliance of more than 650 local affiliates and 49 state organizations, delivering community-based resources and assistance across communities throughout the United States.
