Senior Relationship Manager

About the Company

JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate.

About the Role

We are looking to add Relationship Manager in our retail sales team at Chennai location. Someone with an experience range of 5-8 years in the mutual fund / AMC industry is preferable.

Responsibilities

• Distribution Management.
• Develop and execute channel strategies for asset growth.
• Drive client acquisition, retention, and satisfaction.
• Identify and on-board new clients within the targeted distribution channels.
• Provide product knowledge and conduct training sessions.
• Ensure compliance with regulatory requirements and internal policies.
• Mitigate risks associated with distribution activities and implement effective risk management strategies.
• Cultivate and maintain relationships with key stakeholders.

Required Skills

Preferred Skills

Skills Required

CFP, Pms, Wealth Management, Mf, Mba Finance, Cfa, Aif