Talent.com
Relationship Manager (Mutual Fund)

Relationship Manager (Mutual Fund)

ConfidentialAhmedabad, 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

    Create a job alert for this search

    Relationship Manager • Ahmedabad, Rajkot, Jamnagar

    Related jobs
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

    Parrot CTFsJamnagar, IN
    Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform. With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 3 days ago
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual FundJamnagar, IN
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdJamnagar, Republic Of India, IN
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 12 hours ago
    • Promoted
    • New!
    Manager / Senior Manager – Fund Raising and Partnerships (B2B Social Impact Programmes)

    Manager / Senior Manager – Fund Raising and Partnerships (B2B Social Impact Programmes)

    Karadi Path Education CompanyJamnagar, Gujarat, India
    CSR and Government ecosystems ? Karadi Path Education Company is looking for a dynamic and enterprising professional to lead and scale our. CSR & Government project partnerships.Position : Manager / ...Show moreLast updated: 14 hours ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad Rekrutjamnagar, gujarat, in
    Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. Drive remittances across all managed and s...Show moreLast updated: 2 days ago
    • Promoted
    Analyst (Investment Banking / Buy-Side Experience Required)

    Analyst (Investment Banking / Buy-Side Experience Required)

    ArcanaJamnagar, IN
    Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show moreLast updated: 30+ days ago
    • Promoted
    Manager- SACCR / Counterparty Credit Risk

    Manager- SACCR / Counterparty Credit Risk

    EvalueserveJamnagar, IN
    Elevate Your Impact Through Innovation and Learning.Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 50...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Us Mortgage Loan Compliance

    Us Mortgage Loan Compliance

    SynergyJamnagar, Republic Of India, IN
    This is a full-time, remote role for a Mortgage Loan Compliance Reviewer located in our Mumbai office, supporting operations in the US mortgage industry. The position focuses on conducting thorough ...Show moreLast updated: 11 hours ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutjamnagar, gujarat, in
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Anand Rathi Share and Stock Brokers Ltdjamnagar, India
    The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals / clients. Their primary role is to provide personalized financ...Show moreLast updated: 2 hours ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdjamnagar, gujarat, in
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Wealth Manager (b2b sales)

    Wealth Manager (b2b sales)

    InCred Value Plus Pvt. Ltd.Jamnagar, Gujarat, India
    Job Description Title : Relationship Manager Location : Mumbai Work Experience : 4+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, establi...Show moreLast updated: 16 hours ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Rx100 Venturesjamnagar, India
    We are seeking an experienced professional to join us as a Relationship Manager.The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between t...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Senior Relationship Manager

    Senior Relationship Manager

    HDFC securitiesJamnagar, Gujarat, India
    Immediate joiners preferred Location : Ahmedabad.Relationship Manager / Senior Relationship Manager - Ahmedabad Experience required : 5 Years+ Job Description : Execution of trade orders on behalf of ...Show moreLast updated: 14 hours ago
    • Promoted
    Regional Sales Manager | Fintech | Mutual Funds

    Regional Sales Manager | Fintech | Mutual Funds

    Dhan SaarthiJamnagar, IN
    Reach out to Mutual Fund Distributors across India.Schedule and deliver product demos for Dhansaarthi.Follow up with prospects and support conversions. Maintain and update leads in the CRM system.Gr...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    US Mortgage Loan Compliance

    US Mortgage Loan Compliance

    Synergyjamnagar, gujarat, in
    This is a full-time, remote role for a Mortgage Loan Compliance Reviewer located in our Mumbai office, supporting operations in the US mortgage industry. The position focuses on conducting thorough ...Show moreLast updated: 19 hours ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreqjamnagar, gujarat, in
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Relationship Manager- MIB [High Salary]

    Relationship Manager- MIB [High Salary]

    YES BANKJamnagar, Gujarat, India
    The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the.CRM and Knowledge Banking approach. The role holder is also responsible for building Ass...Show moreLast updated: 2 hours ago