relationship manager.

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.BESTMATE INVESTMENT SERVICE PRIVATE LIMITED.CIN :- U74999UP2016PTC143375
Reg Office: - PACIFIC 606, URBTECH XAVIER SEC 168, NOIDA, 201305.
Corp Office:- A1-605, Ansal Corporate Park, Sector - 142, Noida - 201305
Web :- WWW.Bestmate.in I E-mail :- Info@bestmate.in
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.
Key Skills:
• Excellent communication and interpersonal skills to effectively engage and educate
sub-brokers.
• Strong analytical skills to assess business growth opportunities.

experience

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