Relationship Manager (Mutual Fund Department)

1

Managing a mutual fund team of 5 members (SIP team, 3 RMs & 2 Telecallers).

Generating revenue through MF SIP & Lump sum.

New client acquisition.

Retaining existing client by providing proper market updates and portfolio management

services.

Cross selling.

2

Organizing IAP (Investor Awareness Program) to our priority client.

Preparing individual and team MIS, and reporting to Sales Head.

Prepare & submit a report on the activities during each month.

Minimum of 8 years of relevant experience in wealth management, including at least 5 years of leadership

experience.

Excellent leadership and communication skills.

Having knowledge of Excel is essential for this position.

Proven track record of achieving targets and growing revenue.

Strong knowledge of financial planning and investment strategies.

Ability to motivate and inspire team members to achieve their goals.

Good command of oral and written English and the ability to converse freely and build rapport.

Experience in Sales process – end to end is a plus

• Experience

  8 - 14 Years

• No. of Openings

  30

• Education

  Graduate

• Role

  Relationship Manager

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office