Posted:4 weeks ago|
Platform:
On-site
Full Time
We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!
1. Identify and acquire new clients for mutual fund products.
2. Build and maintain strong relationships with existing clients.
3. Provide exceptional customer service and support.
4. Meet and exceed sales targets.
5. Stay updated on market trends and competitor activity.
6. Collaborate with internal teams to ensure seamless client onboarding and service.
1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.
2. Strong understanding of mutual fund products and the financial services industry.
3. Excellent communication, negotiation, and interpersonal skills.
4. Proven track record of meeting sales targets and building strong client relationships.
5. Strong analytical and problem-solvingskills.
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