Strategic Financial Partnership Manager

2 weeks ago

Mandya Mysore, India beBeeMutualFunds Full time
About the Role

We are seeking a skilled Relationship Manager to join our team. The ideal candidate will have a solid background in the BFSI industry and a proven ability to build strong client relationships.

The successful candidate will understand clients' financial goals, provide tailored investment solutions, and achieve sales targets by offering expert advice on mutual fund investments.

  • Client Relationship Management:
    • Develop and maintain strong relationships with clients to understand their financial goals and provide personalized advice on mutual fund investments.
    • Conduct thorough needs analysis to identify client requirements and offer customized investment solutions.
    • Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
  • Sales & Business Development:
    • Identify new business opportunities through networking, referrals, and other channels.
    • Meet and exceed sales targets consistently by selling mutual fund products.
  • Market Knowledge & Collaboration:
    • Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
    • Collaborate with internal teams to ensure the seamless execution of trades and settlement processes.
Requirements

To be successful in this role, you will need:

  • Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management.
  • Strong knowledge of financial products, including mutual funds, equity, fixed income, and derivatives.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Strong analytical and decision-making skills, with attention to detail and accuracy.
  • Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint.

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