job details
job details
Job Title: Relationship Manager Job Summary: We are looking for a Relationship Manager , responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers in growing their business, assisting in client servicing, and ensuring sustainable growth. The ideal candidate is proactive, client-focused, and knowledgeable in mutual fund products, with the ability to build and maintain strong relationships. Key Responsibilities: 1. Acquisition of Sub-Brokers/Agents: • Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents. • Develop strategies to expand the sub-broker network to increase market presence and revenue. 2. Client Servicing and Support: • Act as the primary contact for sub-brokers, providing guidance and responding to inquiries. • Assist sub-brokers in servicing their clients efficiently, ensuring high levels of customer satisfaction. 3. Education and Training: • Conduct regular training sessions to educate sub-brokers on mutual fund products, industry updates, and sales techniques. • Keep sub-brokers informed on regulatory changes and compliance requirements. 4. Business Development Support: • Provide strategic and operational support to sub-brokers to help them grow their business. • Analyze sub-brokers' performance and recommend solutions to improve productivity and client engagement. 5. Relationship Management: • Foster strong, long-term relationships with sub-brokers to build trust and loyalty. • Regularly engage with sub-brokers to ensure alignment with company goals and address any challenges. Qualifications and Experience: • Bachelor’s or Master’s degree, preferably in Commerce or Finance (BCom, MCom). • Experience in sales, business development, or relationship management within the financial sector (insurance, mutual funds, banking, or equity markets) is preferred. • Knowledge of mutual funds, financial products, and market regulations. • Certifications: AMFI/ARN or NISM - V certifications are an advantage. • Experience: 0 to 3 years in a similar role.
Job Title: Relationship Manager Job Summary: We are looking for a Relationship Manager , responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers in growing their business, assisting in client servicing, and ensuring sustainable growth. The ideal candidate is proactive, client-focused, and knowledgeable in mutual fund products, with the ability to build and maintain strong relationships. Key Responsibilities: 1. Acquisition of Sub-Brokers/Agents: • Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents. • Develop strategies to expand the sub-broker network to increase market presence and revenue. 2. Client Servicing and Support: • Act as the primary contact for sub-brokers, providing guidance and responding to inquiries. • Assist sub-brokers in servicing their clients efficiently, ensuring high levels of customer satisfaction. 3. Education and Training: • Conduct regular training sessions to educate sub-brokers on mutual fund products, industry updates, and sales techniques. • Keep sub-brokers informed on regulatory changes and compliance requirements. 4. Business Development Support: • Provide strategic and operational support to sub-brokers to help them grow their business. • Analyze sub-brokers' performance and recommend solutions to improve productivity and client engagement. 5. Relationship Management: • Foster strong, long-term relationships with sub-brokers to build trust and loyalty. • Regularly engage with sub-brokers to ensure alignment with company goals and address any challenges. Qualifications and Experience: • Bachelor’s or Master’s degree, preferably in Commerce or Finance (BCom, MCom). • Experience in sales, business development, or relationship management within the financial sector (insurance, mutual funds, banking, or equity markets) is preferred. • Knowledge of mutual funds, financial products, and market regulations. • Certifications: AMFI/ARN or NISM - V certifications are an advantage. • Experience: 0 to 3 years in a similar role.
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