Relationship Manager- B2B Mutual funds

Company Description

IC Moneymart is an AMFI-registered mutual fund distributor specializing in Mutual Funds investments, New Fund Offerings (NFO), Insurance, Fixed Deposits, and Tax-saving Investments. With extensive experience and a professional team, we pride ourselves on providing trusted financial services. Our expertise ensures tailored advice and solutions that address the unique financial needs of our clients. IC Moneymart is dedicated to empowering individuals and businesses with sound financial choices.

Role Description

This is a full-time hybrid role for a Relationship Manager - B2B Mutual Funds, based in Asansol, with flexibility for some remote work. The primary responsibilities include building and maintaining relationships with corporate clients, understanding their investment needs, and providing appropriate mutual fund solutions. The role involves promoting mutual fund products, conducting client meetings, offering financial planning advice, and achieving sales targets. The ideal candidate will also monitor market trends and ensure exceptional client satisfaction.

Qualifications

• Strong interpersonal, relationship management, and client communication skills
• Comprehensive knowledge of Mutual Funds, financial products, and market trends
• Proven ability in sales, business development, and meeting targets
• Skills in financial planning, analysis, and providing investment strategies
• Proficiency in planning and time management for effective client interactions
• Bachelor’s degree in Finance, Commerce, Business Administration, or related field
• AMFI/NISM certification is preferred
• Previous experience in the mutual funds or financial services sector is an advantage
• Proficiency in tools and technology for tracking and managing client portfolios