Mutual Fund Advisor/Distributor

Hi,

We are hiring - Fintech startup.

HSR Layout, Free lunch daily for our employees. 2 Saturday's and all Sunday's off.

Role Overview

We are seeking a proactive and relationship-oriented Relationship Manager to join our team. The primary focus of this role is to manage a set of distributors, drive business growth, and ensure long-term partnerships while providing exceptional support to both distributors and their customers.

Key Responsibilities and Accountabilities (KRAs)

1. Distributor Management

• Manage a portfolio of assigned distributors
• Push distributors to achieve business targets and grow their loan against mutual funds portfolio
• Build and maintain long-term relationships with distributors
• Conduct regular meetings and check-ins to understand distributor needs and challenges
  

2. Business Development

• Encourage and motivate distributors to increase their loan against mutual funds business
• Identify and capitalize on growth opportunities within the distributor network
• Collaborate with distributors to develop strategies for expanding their customer base
  

3. Problem Solving and Support

• Act as the primary point of contact for distributors and their customers
• Promptly address and resolve issues faced by distributors and their customers
• Escalate complex problems to appropriate internal teams and follow up until resolution

4. Distributor Education and Enablement

• Guide distributors on how to enable their customer base to take loans against mutual funds instantly
• Provide training and resources to help distributors understand Volt Money's products and processes
• Share best practices and success stories to inspire and educate distributors
  

5. Reporting and Analysis

• Maintain accurate records of distributor performance and interactions
• Prepare and present regular reports on distributor business growth and relationship status
• Analyze trends and provide insights to improve distributor performance and satisfaction

Qualifications and Skills

• Bachelor's degree in Business, Finance, or a related field
• 3+ years of experience in relationship management, preferably in the financial services sector
• Strong understanding of mutual funds and loan products, especially loans against mutual funds
• Excellent communication and interpersonal skills
• Proven track record in managing business relationships and driving growth
• Strong problem-solving and analytical skills
• Proficiency in MS Excel and CRM software

Join us in our mission to transform financial accessibility and create exceptional experiences for our customers and distributors. Apply now and be a key player in company journey to redefine secured lending in India!

Please call us on 8919869111 (Srikanth) & 6302074876 (Swetha)

Email : Sriknath.xms@gmail.com