Relationship Manager- B2B Mutual funds Sales

2 days ago

Pune, Maharashtra, India IC Moneymart Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

IC Moneymart is an AMFI-registered mutual fund distributor, providing comprehensive financial services including Mutual Funds investments, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With years of experience, we have earned a reputation as a trusted partner in the financial industry. Our team of professionals leverages their wealth of knowledge and expertise to ensure our clients receive the best advice and solutions for their financial needs.

Role Description

This is a full-time hybrid role located in Pune with some work from home flexibility. The Relationship Manager - B2B Mutual Funds Sales will be responsible for building and maintaining relationships with business clients. Key tasks include identifying and acquiring new business clients, promoting mutual funds and related financial products, providing exceptional customer service, and collaborating with internal teams to meet client needs and sales targets.

Qualifications

  • Excellent communication, interpersonal, and relationship-building skills
  • Experience in B2B sales, particularly in the financial industry
  • Knowledge of mutual funds, investment principles, and other financial products
  • Strong analytical and problem-solving skills
  • Ability to meet and exceed sales targets
  • Self-motivated with the ability to work independently and as part of a team
  • Bachelor's degree in Finance, Business Administration, or a related field is preferred
  • AMFI certification to obtain it
  • Proficiency in CRM software and Microsoft Office Suite

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