Relationship Manager

About the Company

At ZFunds, we are committed to providing top-tier financial services and expertise to our clients. As a leading name in asset management, we understand that the key to our success lies in the knowledge and capabilities of our distribution partners. As a Relationship Manager- Mutual Funds, you will be responsible for managing and driving business growth through Pan-Indian distributors, providing a dynamic and diverse work environment.

ZFunds | LinkedIn

About the Role

As a Relationship Manager- Mutual Funds, you will be responsible for managing and driving business growth through Pan-Indian distributors, providing a dynamic and diverse work environment.

Responsibilities

• 1+ years of experience with mutual fund sales.
• Manage, nurture, and grow business from financial distributors across financial products.
• Build relationships with key employees among customers by doing B2B & B2C Sales and Promotion of Investment Products such as Mutual Funds, Fixed Deposits, Health Insurance etc
• Achieve sales targets from financial distributors/partners assigned
• Managing investments & maintaining Client relationships, interact directly with clients, reviewing their portfolios, giving regular updates, resolving their queries.
• Achieve targets across wealth management (mutual funds, FDs, bonds) and insurance (Health + Life)
• Grow AUM from the assigned partners
• Conduct training, motivate, and help partners in growing their business
• Updating products, markets, and economy-oriented insights to partners helping them grow their business
• Define and follow the inbound sales process towards calling, meetings, and partner conferences

Qualifications

• Graduate
• NISM VA is mandatory
• Immediate joiners only

Required Skills

• Sales experience preferably in Banking/Mutual Funds/AMC/Fin-tech
• Spoken proficiency in Hindi is mandatory
• Understanding financial products is ideal
• Proficient in MS Office, with working knowledge of CRM platforms.
• A customer-oriented attitude

Preferred Skills

• Experience in B2B & B2C Sales
• Ability to conduct training sessions

Pay range and compensation package

CTC- Hike on your current ctc

Working days - Mon- Sat

Please note - our interview process is offline and we are hiring for Gurgaon location.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.

How to Apply

Excited about the opportunity to leverage your expertise in growth marketing and performance campaigns within the mutual fund sector? Apply now by sending your resume and cover letter detailing why you're a perfect fit for this role to Tanya@zfunds.in / 84489 32528

Website

Mutual Funds - Online Mutual Fund Investment in India

Tanya Tripathi - Zfunds | LinkedIn

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