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Job Title: Relationship Manager – Key Accounts (Mutual Fund Industry) Location: Malkapur, Maharashtra Department: Wealth Management About FinnovationZ: FinnovationZ is a leading financial education and investment solutions platform dedicated to empowering investors with knowledge and tools to make informed decisions. With a strong digital presence and a growing community, we are expanding our wealth management vertical to bring expert-driven financial solutions to key clients. Join us and be a part of a company that values innovation, expertise, and customer success. Experience a workplace where growth meets a peaceful yet dynamic work environment in Malkapur, Maharashtra – a serene town with a great quality of life, away from the hustle and bustle of metro cities. Why Work With Us? Peaceful Location: Work in Malkapur, a calm and beautiful place, perfect for work-life balance. Thriving Work Culture: Collaborative and growth-driven workplace with a supportive team. Career Growth: Opportunities to expand your expertise in the wealth management domain. Recognition & Rewards: Performance-driven incentives and professional growth opportunities. Accommodation Support: Assistance with relocation and settling into Malkapur. Job Summary: The Relationship Manager – Key Accounts (RM KA) will be responsible for managing and expanding relationships with key distributors, institutional clients, and high-net-worth investors in the mutual fund industry. This role involves driving sales, ensuring business growth, and maintaining strong client relationships to enhance customer satisfaction and portfolio expansion. Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with key distributors, institutional investors, wealth managers, and high-net-worth individuals (HNIs). Act as the primary point of contact for key accounts, addressing queries and ensuring seamless service delivery. Provide regular portfolio updates and market insights to help clients make informed investment decisions. Sales & Business Development: Drive sales of mutual fund products by collaborating with key accounts, including banks, national distributors, and independent financial advisors (IFAs). Identify new business opportunities and onboard potential key accounts. Achieve assigned sales targets and contribute to increasing Assets Under Management (AUM). Develop and implement strategies to enhance market share within the assigned region. Product & Market Knowledge: Stay updated on market trends, competitor strategies, and industry developments. Educate and train distributors and clients about various mutual fund products, investment strategies, and regulatory updates. Work closely with product and research teams to align offerings with client needs. Operational & Compliance Responsibilities: Ensure adherence to SEBI guidelines and internal compliance policies. Coordinate with internal teams to facilitate smooth execution of transactions and account-related services. Maintain accurate records of client interactions, sales reports, and performance metrics. Qualifications & Experience: Education: MBA (Finance/Marketing), CFA, or other relevant qualifications. Experience: 3-8 years in mutual fund sales, wealth management, or institutional sales. Skills Required: Strong interpersonal and relationship management skills. In-depth knowledge of mutual fund products and financial markets. Sales-driven mindset with excellent negotiation and communication abilities. Proficiency in MS Office and CRM tools. If you are passionate about building strong client relationships and driving mutual fund sales while working in a peaceful yet high-growth environment, we would love to hear from you! Apply Now and Be a Part of FinnovationZ’s Growth Journey! Show more Show less
