Relationship Manager - Mutual Fund Distribution

ConfidentialBengaluru / Bangalore, India

5 days ago

Job description

We are seeking passionate individuals to be part of our founding member team for our mutual distribution business. This is a unique opportunity to build and own a city or state business from the ground up, guiding us through a transformative 0 to 1 journey. As a member of our team, you'll have the freedom to experiment with innovative growth ideas and drive impactful strategies. Additionally, you will be rewarded with performance-based incentives, making your contributions both recognised and valued.

Responsibilities

Distributor Acquisition :

Identify, generate, and convert leads to build a robust network of distributors.
Conduct cold calls and field visits to engage potential distributors.
Support the distributor onboarding process, optimising funnel conversion rates.

Distributor Growth And Retention

Develop and implement innovative sales and marketing strategies to increase distributor investments and client acquisition.

Offer continuous support for query resolution and client calls to maintain strong distributor relationships.

Engagement And Training Programs

Conduct training sessions for distributors on equity market updates and product features.

Facilitate engagement through weekly updates and monthly relationship-building calls.

Requirements

Minimum 2 years of experience as a Relationship Manager for Mutual Fund Distributors.

In-depth knowledge of financial markets, including the equity market and investment products such as Mutual Funds, Stocks, ETFs, and IPOs.

Creative problem-solving skills to support business growth through innovative marketing strategies.

Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear, simple manner.

A bachelor's degree is required; a postgraduate degree is preferred. Certifications like NISM, CFA, or CA are advantageous.

Must be a local resident, fluent in the regional language.

This job was posted by Mamta Naagar from Rupeezy.

Skills Required

Equity Market, Mutual Funds, Stocks, Financial Markets, Marketing Strategies, etfs

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Relationship Manager • Bengaluru / Bangalore, India