Relationship Manager- B2B Mutual funds

Company Description

IC Moneymart is an AMFI-registered mutual fund distributor, offering comprehensive financial services including Mutual Funds investment, New Fund Offerings (NFO), Insurance, Fixed Deposits, and Tax Saving Investments. With years of experience, we have established ourselves as a trusted partner for our clients. Our team of professionals brings a wealth of knowledge and expertise to provide the best possible advice and solutions for financial needs.

Role Description

This is a full-time hybrid role for a Relationship Manager specializing in B2B Mutual Funds, located in Srirampur with some work-from-home flexibility. The Relationship Manager will be responsible for managing client relationships, conducting meetings with corporate clients, providing tailored financial advice, and promoting our range of financial products. Additional tasks include maintaining records, preparing reports, and staying updated on market trends to provide relevant insights to clients.

Qualifications

• Experience in B2B sales and client relationship management
• Knowledge of mutual funds, new fund offerings, and other financial products
• Strong communication, negotiation, and presentation skills
• Skills in market research and financial analysis
• Proficiency with CRM software and Microsoft Office Suite
• Bachelor’s degree in Finance, Business, Economics, or a related field
• Prior experience in the financial services industry is a plus
• Must Pass NISM VA