Client Coordinator (Male)

Position: Relationship Manager - Mutual Funds (B2B Sales)

Department: Sales

Reports To: Sales Head

Location: Chennai

Employment Type: Full-Time

Job Summary:

The Relationship Manager is responsible for acquiring, managing, and growing B2B relationships with financial intermediaries like financial advisors and institutional clients. The role focuses on driving mutual fund sales, providing tailored investment solutions, and ensuring long-term client satisfaction.

Key Responsibilities:

Client Acquisition: Identify and target financial advisors, wealth managers, and institutional clients.

Relationship Management: Build and maintain strong client relationships to drive mutual fund sales.

Sales Strategy: Develop and execute strategies to meet sales targets.

Product Knowledge: Stay updated on mutual fund offerings and market trends to provide informed advice.

Client Support: Offer ongoing support and service to ensure client satisfaction and retention.

Requirements:

Proven experience in B2B sales, preferably in financial services.

Strong understanding of mutual funds and investment products.

Excellent communication and relationship-building skills.

• Experience

  1 - 5 Years

• No. of Openings

  5

• Education

  Graduate (B.A, B.B.A, B.C.A, B.Com, B.Ed, B.Sc)

• Role

  Client Coordinator

• Industry Type

  Insurance / Claims

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office