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Relationship Manager (Mutual Fund)

Relationship Manager (Mutual Fund)

Mantras2success Consultants

2 - 5 years

3 - 6 Lacs

Ahmedabad Gujarat India

Posted:3 months ago| Platform: Foundit logo

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Skills Required

Lead Generation Mutual Fund Sales Business Development Client Relationship Customer Relationship

Work Mode

On-site

Job Type

Full Time

Job Description

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:

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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