Mutual Fund Sales / Client Relationship Manager

Mepa2z Llp

2 - 5 years

2 - 5 Lacs

Delhi Delhi India

Posted:1 month ago| Platform: Foundit logo

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Skills Required

Mutual Fund Sales Crm Client Relationship Management Building Relationships Relationship Management Sales Sales Targets Client Servicing Banking Mutual Fund Mutual Fund Knowledge Market Reaserch sales finance BFSI Sales NSE Bse Share Market Stock Market Insurence

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary:

Mutual Fund Sales / Client Relationship Manager

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.

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