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Relationship Manager (Mutual Fund)
Relationship Manager (Mutual Fund)Confidential • Ahmedabad, Rajkot, Jamnagar
Relationship Manager (Mutual Fund)

Relationship Manager (Mutual Fund)

Confidential • Ahmedabad, Rajkot, Jamnagar
30+ days ago
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 :   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
    • Skills Required

      Lead Generation, Mutual Fund, Sales, Business Development, Client Relationship, Customer Relationship

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    Relationship Manager • Ahmedabad, Rajkot, Jamnagar

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