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Relationship Manager

2 months ago


Bengaluru, India Ventura Full time

Job description:


Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company has entered the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise.


What you’ll need to handle:


  • Proven experience in client relations, sales, and marketing within the financial services industry.
  • Strong knowledge of Mutual Funds, Fixed Income, PMS products.
  • Building and maintaining strong relationships with prospective and existing clients.
  • Responsible for achieving revenue targets through cross selling of financial products to the clients like Mutual Funds, PMS, FD, Demat
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong client relationships.
  • Detail-oriented with excellent organizational and time management skills.
  • Relevant certifications such as AMFI (Association of Mutual Funds in India) certification or NISM (National Institute of Securities Markets) certification would be a plus


What makes you a great fit:


  • Experience in PMS Sales of 3 years is mandatory.
  • Any postgraduate or graduate from any field.
  • Excellent communication skills and presentability.
  • Proven track record in sales success.
  • In-depth understanding of Mutual Fund, Portfolio Management Services, Fixed Income products.
  • Excellent networking skills.