Mutual Fund Relationship Manager

1 day ago


Surat, Gujarat, India beBeeRelationship Full time ₹ 7,50,000 - ₹ 15,00,000

About this role

We are seeking a highly skilled professional to join our team as a Relationship Manager in Mumbai. The ideal candidate will have 3-7 years of experience in the mutual fund/AMC industry.

Responsibilities:

  • Manage regional distributors in assigned areas
  • Build and nurture relationships with independent financial advisors
  • Drive sales of mutual fund products
  • Solve service/operational issues and meet high customer satisfaction standards
  • Ensure adherence to processes and compliance requirements

Required Skills:

  • Knowledge and understanding of the mutual fund industry
  • Experience in managing institutional sales, retail, banking, and distribution
  • Comprehensive knowledge of mutual fund regulations

Preferred Skills:

  • Strong motivation driven by targets
  • A self-starter with excellent communication skills, customer-focused, and able to coordinate between different teams
  • Ability to think creatively and provide innovative solutions

About our organization

We strive to manage risk effectively while generating top-quartile returns across all product categories. Our mission is to cultivate investor loyalty by providing a safe haven for their investments.

We offer a range of funds catering to the diverse needs of both institutional and individual investors. Our goal is to give our investors many reasons to celebrate.



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