Relationship Manager- B2B Mutual funds

Company Description

IC Moneymart is an AMFI-registered mutual fund distributor, providing comprehensive financial services including Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposits, and Tax-saving Investments. With years of experience in delivering exceptional services to clients, IC Moneymart has firmly established itself as a trusted partner in the financial services sector. Our team of professionals offers extensive knowledge and expertise, ensuring clients receive optimal advice and solutions to meet their financial needs.

Role Description

This is a full-time hybrid role for a Relationship Manager-B2B Mutual funds based in the Greater Kolkata Area, with some work from home being acceptable. The Relationship Manager will be responsible for managing relationships with business clients, identifying their mutual fund needs, providing appropriate investment solutions, and working closely with them to achieve their financial goals. Daily tasks include maintaining and growing an existing client base, developing new business opportunities, conducting financial analysis, and providing regular updates and reports to clients.

Qualifications

• Mutual Fund Knowledge and Financial Analysis skills
• Experience in Client Relationship Management and Business Development
• Sales and Marketing skills
• Excellent communication and interpersonal skills
• Problem-solving and analytical skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Business, or related field
• Experience in the financial services industry is a plus