Relationship Manager (Mutual Fund)

• 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