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Relationship Manager- B2B Mutual funds Sales

Relationship Manager- B2B Mutual funds Sales

IC Moneymart

3 - 7 years

0 Lacs

pune maharashtra

Posted:6 days ago| Platform: Shine logo

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Skills Required

interpersonal skills b2b sales mutual funds financial products analytical skills teamwork finance business administration excellent communication relationshipbuilding financial industry investment principles problemsolving skills sales targets selfmotivated amfi certification crm software microsoft office suite

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description You will be a Relationship Manager - B2B Mutual Funds Sales at IC Moneymart, an AMFI-registered mutual fund distributor, based in Pune with some work-from-home flexibility. Your primary responsibility will involve building and nurturing relationships with business clients. This will include acquiring new business clients, promoting mutual funds and related financial products, delivering exceptional customer service, and collaborating with internal teams to ensure client needs are met and sales targets are achieved. Key Responsibilities - Identify and acquire new business clients - Promote mutual funds and related financial products - Provide exceptional customer service - Collaborate with internal teams to meet client needs and sales targets Qualifications - Excellent communication, interpersonal, and relationship-building skills - Experience in B2B sales, particularly in the financial industry - Knowledge of mutual funds, investment principles, and other financial products - Strong analytical and problem-solving skills - Ability to meet and exceed sales targets - Self-motivated with the ability to work independently and as part of a team - Bachelor's degree in Finance, Business Administration, or a related field is preferred - AMFI certification is required - Proficiency in CRM software and Microsoft Office Suite,

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Relationship Manager- B2B Mutual funds Sales