Relationship Manager- B2B Mutual funds

Company Description

IC Moneymart, an AMFI-registered mutual fund distributor, provides comprehensive financial services, including Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax-saving Investments. With a trusted reputation and years of experience, our team ensures clients receive the best possible advice and solutions for their financial needs. Our professionals bring a wealth of knowledge and dedication to delivering exceptional services.

Role Description

This is a full-time hybrid role for a Relationship Manager - B2B Mutual Funds, located in Siliguri with some work from home flexibility. Responsibilities include managing and building relationships with business clients, providing expert advice on mutual funds investments and other financial services, developing and implementing strategies to meet clients' financial goals, and staying updated with market trends. The role also involves organizing client meetings, preparing investment proposals, and ensuring excellent client satisfaction.

Qualifications

• Strong knowledge of Mutual Funds, Insurance, Fixed Deposit, and Tax-saving Investments
• Experience in client relationship management and business development
• Excellent communication, negotiation, and presentation skills
• Analytical skills and ability to understand market trends
• Ability to work independently and in a team environment
• Proficiency in financial planning and advisory services
• Bachelor's degree in Finance, Business, or related field
• Professional certifications such as NISM VA must