Job Title: Relationship Manager Job Summary: We are looking for a Relationship Manager to join, 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 · Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents. · Develop strategies to expand the sub-broker network to increase market presence and revenue. · 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. 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 What We Offer: · Competitive salary · Opportunities for career growth and professional development. · Supportive work environment with continuous learning opportunities.
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 0-3 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills