Relationship Manager (Mutual Fund)

Job Description:

We are looking for a proactive and result-driven Relationship Managerto drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling.

• Lead Generation:
  Identify and onboard potential clients through cold calling, references, and market outreach.

• Networking:
  Build and leverage a strong referral network to generate new business.

• Client Meetings:
  Conduct online/offline meetings to understand client needs and recommend suitable investment products and schemes.

• Client Advisory:
  Offer tailored financial solutions that align with client goals and maximize returns.

• Retention & Growth:
  Ensure consistent client engagement, annual client acquisition targets, and relationship management.

• Professional Development:
  Stay updated on market trends by attending workshops, reviewing industry publications, and engaging with professional communities.

• Fieldwork:
  Actively participate in on-ground sales activities and client interactions.

Experience:

Preferred: Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, brokers or sub-broker working individually with insurance companies,
-Minimum: 2-5 years in financial product sales/distribution

Skills Required:

• Strong market network and prospecting skills, tech savvy, and a people person.
• Excellent communication, interpersonal, and negotiation skills.
• Self-driven, target-oriented, hard-worker, and team player.

Certifications: NISM VA, Insurance IC 38 or POS, willingness to complete upon joining

Incentives & Growth

• Attractive performance-based incentives.
• Career growth opportunities in a leading distribution organization.
• Regular training and development and exposure like never before.