Relationship Manager- B2B Mutual funds Sales

Company Description

IC Moneymart is an AMFI-registered mutual fund distributor, offering a diverse range of financial services, including Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposits, and Tax-saving Investments. With years of experience, we have built a reputation as a trusted partner in financial services. Our team of professionals delivers expert advice and tailored solutions to meet our clients' financial goals effectively.

Role Description

This is a full-time role for a Relationship Manager in B2B Mutual Funds Sales. The role involves developing and maintaining relationships with businesses, understanding their financial needs, and providing suitable mutual fund products and solutions. Responsibilities include client acquisition, conducting financial presentations, managing portfolios, and ensuring client satisfaction. The position is a hybrid role based in the Greater Kolkata Area, allowing for a combination of in-office and remote work.

Qualifications

• Experience in Financial Services, especially in Mutual Funds and B2B sales
• Strong client relationship management and communication skills
• Expertise in financial presentations, portfolio management, and investment solutions
• Ability to analyze clients' financial needs and provide tailored solutions
• Knowledge of AMFI regulations and compliance
• Bachelor’s degree in Finance, Business, or related field
• Proficiency in financial software and tools
• Excellent negotiation and problem-solving skills
• Ability to work independently and in a team environment