Skip to Main Content

Job Title


Cluster Head/ Senior Relationship Manager -Surat (Retail Sales)


Company : JM Financial Asset Management Ltd


Location : Surat, Gujarat


Created : 2025-06-17


Job Type : Full Time


Job Description

We are looking to add Cluster head/SRM in our retail sales team at Surat location. Someone with an experience range of 9-15 years in the mutual fund/AMC industry is preferable.About the RoleThe role involves handling regional distributors, building relationships with the IFA channel, and driving sales while ensuring high service standards.Role and ResponsibilitiesIncrease sales (AUM) as per targets in addition to coordinating, managing & monitoring the activities of individual channels in the assigned regionGeographical expansion, increasing penetration & higher market shareLeading the sales function and ensuring that the team members meet their sales target individually as well as collectivelyManage Key sales accounts within product range or assigned districtMaintaining & managing relationships in various IFAsCoordinating with various channels in the respective region to devise strategies and operational issues for augmenting sales & increasing AUMLiase closely with the investment team on product development and enhancement, give periodical feedback to investment team on market trends & competitor knowledge.QualificationsAny GraduateYears of Experience: 9-15 YearsManagement Level: AVP / Sr. ManagerRequired SkillsKnowledge & understanding of Mutual Fund IndustryExperience in managing Institutional Sales, Retail, Banking and DistributionKnowledge of all Mutual Fund compliancesPreferred SkillsPerseverance, high on intrinsic motivation and driven by targetsSelf-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groupsAdaptability to learn, analyze and disseminatePeople ManagementDisplays ability to think out of the box. Solution provider.