Job Title: Relationship Manager Company: BestMate Investment Services Pvt Ltd Job Summary: We are looking for a Relationship Manager to join BestMate Investment Services Pvt Ltd, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers in growing their business, assisting in client servicing, and ensuring sustainable growth. The ideal candidate is proactive, client-focused, and knowledgeable in mutual fund products, with the ability to build and maintain strong relationships. Key Responsibilities: 1. Acquisition of Sub-Brokers/Agents: · Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents. · Develop strategies to expand the sub-broker network to increase market presence and revenue. 2. Client Servicing and Support: · Act as the primary contact for sub-brokers, providing guidance and responding to inquiries. · Assist sub-brokers in servicing their clients efficiently, ensuring high levels of customer satisfaction. 3. Education and Training: · Conduct regular training sessions to educate sub-brokers on mutual fund products, industry updates, and sales techniques. · Keep sub-brokers informed on regulatory changes and compliance requirements. 4. Business Development Support: · Provide strategic and operational support to sub-brokers to help them grow their business. · Analyze sub-brokers' performance and recommend solutions to improve productivity and client engagement. 5. Relationship Management: · Foster strong, long-term relationships with sub-brokers to build trust and loyalty. · Regularly engage with sub-brokers to ensure alignment with company goals and address any challenges. Qualifications and Experience: · Bachelor’s or Master’s degree, preferably in Commerce or Finance (BCom, MCom). · Experience in sales, business development, or relationship management within the financial sector (insurance, mutual funds, banking, or equity markets) is preferred. · Knowledge of mutual funds, financial products, and market regulations. · Certifications: AMFI/ARN or NISM - V certifications are an advantage. · Experience: 0 to 3 years in a similar role. Key Skills: · Excellent communication and interpersonal skills to effectively engage and educate sub-brokers. · Strong analytical skills to assess business growth opportunities. · Client-focused, with the ability to provide exceptional support and maintain high service standards. · Proactive, self-motivated, and able to work independently as well as in a team. What We Offer: · Competitive salary · Opportunities for career growth and professional development. · Supportive work environment with continuous learning opportunities. Job Type: Full-time Pay: ₹181,876.41 - ₹600,000.00 per year Benefits: Cell phone reimbursement Paid sick time Provident Fund Schedule: Day shift Supplemental Pay: Commission pay Joining bonus Overtime pay Performance bonus Quarterly bonus Shift allowance Yearly bonus Ability to commute/relocate: Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Experience: Financial concepts: 1 year (Preferred) Language: Punjabi (Preferred) License/Certification: NISM Certificate (Preferred) Location: Chandigarh, Chandigarh (Preferred) Shift availability: Day Shift (Preferred) Willingness to travel: 100% (Preferred) Work Location: In person Speak with the employer +91 7982953526
Job Title: Relationship Manager Company: BestMate Investment Services Pvt Ltd Job Summary: We are looking for a Relationship Manager to join BestMate Investment Services Pvt Ltd, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers in growing their business, assisting in client servicing, and ensuring sustainable growth. The ideal candidate is proactive, client-focused, and knowledgeable in mutual fund products, with the ability to build and maintain strong relationships. Key Responsibilities: 1. Acquisition of Sub-Brokers/Agents: · Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents. · Develop strategies to expand the sub-broker network to increase market presence and revenue. 2. Client Servicing and Support: · Act as the primary contact for sub-brokers, providing guidance and responding to inquiries. · Assist sub-brokers in servicing their clients efficiently, ensuring high levels of customer satisfaction. 3. Education and Training: · Conduct regular training sessions to educate sub-brokers on mutual fund products, industry updates, and sales techniques. · Keep sub-brokers informed on regulatory changes and compliance requirements. 4. Business Development Support: · Provide strategic and operational support to sub-brokers to help them grow their business. · Analyze sub-brokers' performance and recommend solutions to improve productivity and client engagement. 5. Relationship Management: · Foster strong, long-term relationships with sub-brokers to build trust and loyalty. · Regularly engage with sub-brokers to ensure alignment with company goals and address any challenges. Qualifications and Experience: · Bachelor’s or Master’s degree, preferably in Commerce or Finance (BCom, MCom). · Experience in sales, business development, or relationship management within the financial sector (insurance, mutual funds, banking, or equity markets) is preferred. · Knowledge of mutual funds, financial products, and market regulations. · Certifications: AMFI/ARN or NISM - V certifications are an advantage. · Experience: 0 to 3 years in a similar role. Key Skills: · Excellent communication and interpersonal skills to effectively engage and educate sub-brokers. · Strong analytical skills to assess business growth opportunities. · Client-focused, with the ability to provide exceptional support and maintain high service standards. · Proactive, self-motivated, and able to work independently as well as in a team. What We Offer: · Competitive salary · Opportunities for career growth and professional development. · Supportive work environment with continuous learning opportunities. Job Type: Full-time Pay: ₹181,876.41 - ₹600,000.00 per year Benefits: Cell phone reimbursement Paid sick time Provident Fund Schedule: Day shift Supplemental Pay: Commission pay Joining bonus Overtime pay Performance bonus Quarterly bonus Shift allowance Yearly bonus Ability to commute/relocate: Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Experience: Financial concepts: 1 year (Preferred) Language: Punjabi (Preferred) License/Certification: NISM Certificate (Preferred) Location: Chandigarh, Chandigarh (Preferred) Shift availability: Day Shift (Preferred) Willingness to travel: 100% (Preferred) Work Location: In person Speak with the employer +91 7982953526