Relationship Manager (TPP & Distribution) 

 

Marwadi Shares and Finance Limited.

Marwadi was established in 1992 at Rajkot, Gujarat. It is a well-diversified group into Financial Services, Education and Solar energy. Currently employing more than 2000 employees as a Group MSFL is the financial services arm of the Marwadi Group and is having 800 plus employees across 104 location around Gujarat and neighboring states. There are also in excess of 1450 franchisees as a part of their network. Leveraging the network and their world class product and services they have a 4.1L customer base.

 

Job Purpose:

We at Marwadi Financial Services are looking for the Relationship Manager for Third Party Product Sales under TPD Department for our Saurashtra-Kutch & Gujarat Region.

 

Requirements:

Position:          Relationship Manager - TPP

Department:    TPD (Sales)

Vacancies:       02 (Two) [01: Rajkot – (Saurashtra & Kutch Region) & 01: Ahmedabad (Gujarat Region)]

Qualification:  Graduate in Finance / MBA (Finance)

Experience:     Minimum 0.6 months in MF and Distribution products

Location:         Rajkot (HO), Ahmedabad

 

Responsibilities:

• To work daily in Mutual Funds, Advisory products, Other products like Algorithmic trading, LAS, NBFC products 
• To advise & support all S&K region branches & Franchisees about the products
• Meeting 1 Branch teammates (BM) daily & meeting their clients also for the products
• Calling Branches for sales support & lead closures for all products
• Calling direct clients as per the KRA (as per the defined criteria) & close the number of SIPS, Lumpsum & Conversion in other products 
• Weekly & monthly MIS reports of calls & meetings done with branches & direct clients of the branches 
• To communicate with other depts at HO related to TPP products for the smooth executions of the tasks/ works. (Depts I.E. RMS, IBT, MF supports, CS etc)
• To communicate & create repo with AMC Rajkot heads/ Other products Business team for drives/ Seminars/ meetings/ marketing supports etc 

 

Skills:

• Proficient knowledge of MS Excel, PowerPoint, Word software.
• Excellent written and verbal communication skills.
• Should be Accurate and responsible
• Financial products understanding
• Proficiency in mathematics & calculations 

 

Personality:

• Careful and diligent even meticulous with a good dose of common sense
• Efficient, effective and organized in both the physical and digital words
• Modestly confident and also personable, good-humored and trustworthy
• Informal but 100% professional while respecting traditional courtesy and good manners.