Relationship Manager

RELATIONSHIP MANAGER (COIMBATORE) - EXPERIENCED MALE CANDIDATE

VANMOH CHIT FUNDS PRIVATE LIMITED

URGENT VACANCY
*Male Candidates in and around Coimbatore will be preferred*

VANMOH CHIT FUNDS PRIVATE LIMITED:

Vanmoh Chit funds, A Fast growing and trusted financial organization since September 11, 2020. We're not just about chit funds; we're a friendly guide to stress-free financial growth. Our commitment to honesty and openness makes growing your money with us a seamless experience.

Job Summary:

VANMOH CHIT FUNDS PRIVATE LIMITED is seeking a dynamic branch manager responsible for daily branch operations, financial health, and team leadership to achieve targets. Requires a strong background in financial services, leadership skills, and proven success in business development and customer relationship management within the chit fund industry.

Key Responsibilities:

• Client Relationship Management:
• Develop and maintain strong, lasting relationships with a portfolio of individual and corporate clients.
• Act as the primary point of contact for all client inquiries and financial needs related to mutual funds, insurance, and various loan products.
• Conduct regular reviews of client portfolios and financial situations to identify new opportunities and provide proactive advice.
• Ensure high levels of client satisfaction and retention through personalized service and effective issue resolution.Financial Advisory & Sales:
• Understand clients' financial goals, risk tolerance, and investment horizon to recommend suitable mutual fund schemes, insurance policies, and loan solutions.
• Specialized focus on promoting and managing Systematic Investment Plan (SIP) books, guiding clients on consistent wealth creation.
• Actively acquire new clients through referrals, networking, and direct outreach.
• Cross-sell and up-sell relevant financial products to existing clients based on their evolving needs.
• Achieve and exceed sales targets for mutual funds (including SIPs), insurance premiums, and loan disbursements.
• Product Knowledge & Market Intelligence:
• Stay abreast of the latest market trends, economic indicators, and regulatory changes pertaining to mutual funds, insurance, and lending products.
• Possess in-depth knowledge of various mutual fund categories, insurance types.
• Provide clear and concise explanations of complex financial products to clients.

Required Qualifications & Skills:

• Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Experience: [Insert Number] years of progressive experience in a Relationship Manager role within the financial services industry, specifically dealing with mutual funds, insurance, and loans.
• Certifications:
• NISM Certifications: Mandatory NISM Series V-A: Mutual Fund Distributors Certification Examination. Additional NISM certifications (e.g., Investment Adviser, Equity Derivatives) will be a significant advantage.
• NSE Certifications: Relevant NSE certifications demonstrating a strong understanding of equity and derivative markets (e.g., NCFM Modules).
• SIP Book Management: Proven experience in building, managing, and growing a substantial SIP book.
• Strong Financial Acumen: In-depth knowledge of financial products, market dynamics, and investment strategies across mutual funds, insurance, and lending.
• Excellent Communication Skills: Exceptional verbal and written communication skills with the ability to articulate complex financial concepts clearly and persuasively.
• Client-Centric Approach: A genuine passion for serving clients and building long-term, trust-based relationships.
• Sales and Negotiation Skills: Proven ability to identify client needs, present suitable solutions, and close deals.
• Analytical & Problem-Solving Skills: Ability to analyze financial data, interpret market trends, and devise effective solutions for clients.
• Time Management & Organization: Excellent organizational skills with the ability to manage multiple priorities and deadlines effectively.
• Technological Proficiency: Comfortable with CRM software, financial planning tools, and Microsoft Office Suite.

What We Offer:

• Competitive salary and attractive incentive structure.
• Opportunity to work with a reputed financial services firm.
• Continuous learning and development opportunities.
• A collaborative and supportive work environment.
• Career growth prospects within the organization.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹50,000.00 per month

Schedule:

• Day shift
• Morning shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 9361805480Application Deadline: 04/07/2025Expected Start Date: 04/07/2025