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Relationship Manager (Mutual Fund)

Relationship Manager (Mutual Fund)

Mantras2success Consultants

2 - 5 years

4 - 7 Lacs

Jamnagar Ahmedabad Rajkot

Posted:-1 days ago| Platform:

Apply

Skills Required

Relationship management Cold calling Sales Wealth management Networking Mutual funds financial products sales Customer relationship Client acquisition Training and Development

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a proactive and result-driven

R

elationship Manager

to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling.

Lead Generation:
Identify and onboard potential clients through cold calling, references, and market outreach.
Networking:
Build and leverage a strong referral network to generate new business.
Client Meetings:
Conduct online/offline meetings to understand client needs and recommend suitable investment products and schemes.
Client Advisory:
Offer tailored financial solutions that align with client goals and maximize returns.
Retention & Growth:
Ensure consistent client engagement, annual client acquisition targets, and relationship management.
Professional Development:
Stay updated on market trends by attending workshops, reviewing industry publications, and engaging with professional communities.
Fieldwork:
Actively participate in on-ground sales activities and client interactions.

Experience:

Preferred: Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, brokers or sub-broker working individually with insurance companies,
-Minimum: 2-5 years in financial product sales/distribution

Skills Required:

Strong market network and prospecting skills, tech savvy, and a people person.
Excellent communication, interpersonal, and negotiation skills.
Self-driven, target-oriented, hard-worker, and team player.

Certifications:

NISM VA, Insurance IC 38 or POS, willingness to complete upon joining

Incentives & Growth

Attractive performance-based incentives.
Career growth opportunities in a leading distribution organization.
Regular training and development and exposure like never before.

Key Skills :

Mutual Fund
Sales
Business Development
Client Relationship
Customer Relationship

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Relationship Manager (Mutual Fund)

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

R

elationship Manager

Lead Generation:

Networking:

Client Meetings:

Client Advisory:

Retention & Growth:

Professional Development:

Fieldwork:

Experience:

Skills Required:

Certifications:

Incentives & Growth

Key Skills :

More Jobs at Mantras2success Consultants