Mutual Fund Relationship Manager

13 hours ago


Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

We are seeking a seasoned relationship professional to take on the role of Mutual Fund Relationship Manager. The ideal candidate will possess 4 to 9 years of experience in the BFSI sector, with a strong background in managing mutual fund relationships.

  • Develop and maintain strong ties with existing clients to boost sales of mutual fund products.
  • Identify new business opportunities and generate leads through networking and market research.
  • Conduct client meetings and presentations to promote mutual fund services and products.
  • Collaborate with internal teams to resolve customer queries and issues promptly.
  • Achieve sales targets and contribute to the growth of the bank's mutual fund portfolio.
  • Stay updated on market trends and competitor activity to provide informed advice to clients.

Required Skills and Qualifications

  • Minimum 4 years of experience in relationship management within the BFSI industry.
  • Strong knowledge of mutual fund products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills.
  • Experience working with small finance banks or similar institutions is an advantage.

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