Relationship Manager - Agency Sales

Job Title: Relationship Manager

Company: BestMate Investment Services Pvt Ltd

Job Summary:

We are looking for a Relationship Manager to join BestMate Investment Services Pvt Ltd, 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:

1. Acquisition of Sub-Brokers/Agents:

· Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents.

· Develop strategies to expand the sub-broker network to increase market presence and revenue.

2. Client Servicing and Support:

· 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.

3. Education and Training:

· Conduct regular training sessions to educate sub-brokers on mutual fund products, industry updates, and sales techniques.

· Keep sub-brokers informed on regulatory changes and compliance requirements.

4. Business Development Support:

· Provide strategic and operational support to sub-brokers to help them grow their business.

· Analyze sub-brokers' performance and recommend solutions to improve productivity and client engagement.

5. Relationship Management:

· Foster strong, long-term relationships with sub-brokers to build trust and loyalty.

· Regularly engage with sub-brokers to ensure alignment with company goals and address any challenges.

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.

Key Skills:

· Excellent communication and interpersonal skills to effectively engage and educate sub-brokers.

· Strong analytical skills to assess business growth opportunities.

· Client-focused, with the ability to provide exceptional support and maintain high service standards.

· Proactive, self-motivated, and able to work independently as well as in a team.

What We Offer:

· Competitive salary

· Opportunities for career growth and professional development.

· Supportive work environment with continuous learning opportunities.

Job Type: Full-time

Pay: ₹181,876.41 - ₹600,000.00 per year

Benefits:

• Cell phone reimbursement
• Paid sick time
• Provident Fund

Schedule:

• Day shift

Supplemental Pay:

• Commission pay
• Joining bonus
• Overtime pay
• Performance bonus
• Quarterly bonus
• Shift allowance
• Yearly bonus

Ability to commute/relocate:

• Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)

Language:

• Punjabi (Preferred)

License/Certification:

• NISM Certificate (Preferred)

Location:

• Chandigarh, Chandigarh (Preferred)

Shift availability:

• Day Shift (Preferred)

Willingness to travel:

• 100% (Preferred)

Work Location: In person

Speak with the employer
+91 7982953526