Relationship Manager - Direct Sales Channel
Parag Parikh Financial Advisory Services Ltd. · Lucknow · onsite · Posted 65d ago
Undisclosed3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities
- Ensuring proper servicing and after sales support to clients.
- Establishing new relationships with the client and new clients and adding market share.
- Prospecting leads and contacting them.
- Business Development and sales reporting and working in achieving the sales target.
- Seek new opportunities through networking.
- Gather competitive information and assimilate the same for further analysis.
- Co-owning the AUM and Revenue targets of the company.
- MIS reporting to management and gathering market intelligence.
- To increase business by deepening existing client relationships. Increase the market reach in and around the territory assigned.
- Adherence to our Company norms and values, integrity, passion for prompt customer service.
- Knowledge of the local language of the region is mandatory.
- We are looking for candidates who are well versed with the Financial Investment Market.
Qualifications
- Experience Required: 3+ Years of relevant experience in the Mutual Fund Industry.
- Graduate/ MBA should be NISM Certified.
- Should have good communication skills.
Job Location
- Raipur
- Vizag
- Mumbai
- Indore
- Bangalore
- Ernakulam
- Bhopal
- Pune
- Nashik
- Nagpur
- Surat
- Baroda
- Rajkot
- Ahmedabad
- Goa
- Noida
- Hyderabad
- Coimbatore
- Chennai
- Kochi
- Belgaum
- Mysore
- Trichy
- Delhi
- Gurgaon
- Jaipur
- Lucknow
- Kanpur
- Varanasi
- Dehradun
- Udaipur
- Ludhiana
- Agra
- Gandhi Nagar
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Customer ServiceMarket IntelligenceAsset ManagementMutual FundsComputer NetworksDirect SalesPortfolio ManagementSalesAfter Sales SupportInvestment
About Parag Parikh Financial Advisory Services

Parag Parikh Financial Advisory Services Ltd.
Financial Services
175
employees
1985
41 years old
Mumbai
India
₹7.2L PA avg
Avg at Parag Parikh Financial Advisory Services
About
Parag Parikh Financial Advisory Services Ltd (PPFAS) operates as a mutual fund and financial advisory firm, offering investment management and wealth creation solutions. The company focuses on long-term value investing, transparency, and investor-centric practices. Through its PPFAS Mutual Fund, it provides diverse financial products and services designed to help individuals and institutions achieve sustainable financial growth.
Industries
Financial Services
Employee ratings
10 reviews
3.9/ 5
Culture
4.1
Career growth
3.9
Work-life
4.1
Employees rate it well for
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