13.0 - 18.0 years

13 - 18 Lacs

pune, maharashtra, india

On-site

MAIN PURPOSE OF ROLE Conduct market research and feasibility studies to analyze the viability of alternative business development opportunities. MAIN RESPONSIBILITIES Collect, compile, verify, and analyze financial, competitive, sales, marketing, and other information about potential business partners, new markets, products and services, or other business opportunities so that senior management has accurate and timely information for making strategic and operational decisions. Prepare documents and materials (for example, reports, presentations, information packages) for meetings and negotiations with potential clients and business partners so that the information provided is accurate and appropriate for external distribution

Posted 20 hours ago

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Mutual Fund Sales / Client Relationship Manager Mepa2z Llp

2.0 - 5.0 years

2 - 5 Lacs

Delhi, India

On-site

Job Summary: We are looking for a dynamic and result-oriented Mutual Fund Sales / Client Relationship Manager to drive client acquisition and foster long-term relationships. The ideal candidate will have a strong understanding of mutual fund products and a passion for delivering excellent client service while consistently achieving sales goals. Key Responsibilities: Client Acquisition: Identify and acquire new clients interested in mutual fund investments. Relationship Management: Build, manage, and deepen relationships with existing clients by understanding their financial goals and providing suitable solutions. Sales Performance: Achieve and exceed assigned sales and business development targets. Client Servicing: Deliver prompt and professional support, ensuring high levels of client satisfaction. Market Intelligence: Stay abreast of market trends, competitor offerings, and regulatory updates to provide informed advice to clients. Collaboration: Work closely with internal teams to facilitate smooth client onboarding and post-sales service delivery. Requirements: Minimum 2 years of experience in mutual fund sales, client servicing, or a similar role in the banking or financial services domain . In-depth knowledge of mutual fund products , investment instruments, and financial markets. Strong communication, interpersonal, and relationship-building skills. Proven ability to meet or exceed sales targets . Strong analytical mindset with problem-solving skills. Certification in mutual funds (such as NISM Series V-A ) is preferred.

Posted 1 month ago

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