Relationship Manager- B2B Mutual funds

Company Description

IC Moneymart is an AMFI-registered mutual fund distributor, offering comprehensive financial services such as Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With years of experience, we have established ourselves as a trusted partner to our clients. Our professionals bring extensive knowledge and expertise, ensuring our clients receive the best possible advice and tailored solutions for their financial needs.

Role Description

This is a full-time hybrid role for a Relationship Manager- B2B Mutual Funds, located in Srirampur with some work-from-home options. Day-to-day tasks include managing and nurturing relationships with business clients, offering expert advice on mutual fund investments, assisting with new fund offerings, and ensuring top-notch client satisfaction. The role also involves coordinating with internal teams to deliver seamless services and stay updated with market trends.

Qualifications

• Strong knowledge in Mutual Funds and New Fund Offerings (NFO)
• Experience in B2B client management and relationship building
• Excellent communication and interpersonal skills
• Ability to analyze market trends and provide strategic investment advice
• Proficiency in financial software tools and CRM systems
• Bachelor’s degree in Finance, Business Administration, or related field
• Relevant certifications such as AMFI or NISM are a plus