Key Relationship Manager

Job Title : Relationship Manager

Job Summary : We are looking for a Relationship Manager responsible for acquiring and managing Mutual Fund Sub-brokers / Agents. The role involves educating and supporting sub-brokers in growing their business assisting in client servicing and ensuring sustainable growth. The ideal candidate is proactive client-focused and knowledgeable in mutual fund products with the ability to build and maintain strong relationships. Key Responsibilities : 1. Acquisition of Sub-Brokers / Agents : Identify approach and acquire new Mutual Fund Sub-brokers / Agents. Develop strategies to expand the sub-broker network to increase market presence and revenue. 2. Client Servicing and Support : Act as the primary contact for sub-brokers providing guidance and responding to inquiries. Assist sub-brokers in servicing their clients efficiently ensuring high levels of customer satisfaction. 3. Education and Training : Conduct regular training sessions to educate sub-brokers on mutual fund products industry updates and sales techniques. Keep sub-brokers informed on regulatory changes and compliance requirements. 4. Business Development Support : Provide strategic and operational support to sub-brokers to help them grow their business. Analyze sub-brokers performance and recommend solutions to improve productivity and client engagement. 5. Relationship Management : Foster strong long-term relationships with sub-brokers to build trust and loyalty. Regularly engage with sub-brokers to ensure alignment with company goals and address any challenges. Qualifications and Experience : Bachelors or Masters degree preferably in Commerce or Finance (BCom MCom). Experience in sales business development or relationship management within the financial sector (insurance mutual funds banking or equity markets) is preferred. Knowledge of mutual funds financial products and market regulations. Certifications : AMFI / ARN or NISM - V certifications are an advantage. Experience : 0 to 3 years in a similar role.

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full Time

Experience : years

Vacancy : 1