Investment Relationship Manager

Job Title:

Location:

Experience Required: 2 – 5 YearsJoining Time / Notice Period: Immediate – 30 Days

Education Qualification: Minimum Graduate (Bachelor’s degree); MBA in Sales & Marketing preferred

Role & Responsibilities

• Coordinate with regional branches and local offices for mutual fund sales.
• Take full accountability for sales performance within the assigned location.
• Drive new client acquisition through prospecting, networking, references, and open market activities.
• Build and maintain strong relationships with investors, distributors, banks, and institutions to promote mutual fund products.
• Liaise with stakeholders for targeted scheme sales as identified by the business team.
• Organize and manage Investor Awareness Programs to enhance product knowledge.
• Ensure customer satisfaction, repeat business, and long-term relationship building.
• Identify opportunities for cross-selling and upselling within key accounts.
• Achieve monthly, quarterly, and annual business targets.
• Develop and strengthen sales channels and networking for enhanced reach.
• Ensure compliance with regulatory and internal sales processes.
  

Skills & Competencies

• Strong sales and business development skills in the AMC / Mutual Fund industry.
• Excellent communication, presentation, and active listening skills.
• Quick thinking and problem-solving abilities.
• Ability to work independently as well as within a team.
• Strong account management and customer relationship skills.
• Thorough understanding of mutual fund products, regulatory frameworks, and taxation laws.
• Customer-focused and result-oriented approach with a positive attitude.
  

Must-Have Requirements

• Minimum 1+ year of sales experience within the AMC / Mutual Fund industry.
• NISM V-A certification is mandatory.
• Strong communication skills.