Mutual Fund Relationship Manager

Relationship Manager - MLAP Relationship Manager - MLAp Relationship Manager - MLAp Relationship Manager - MLAp Relationship Manager - MLAp Relationship Manager - MLAp Relationship Manager - MLAp

We are looking for a proactive and client-focused **Wealth Manager** to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data,...

**Key Responsibilities** - Communicate with potential clients via WhatsApp and phone calls—no field visits required. - Present and explain mutual fund offerings and platform capabilities clearly. - Evaluate incoming leads and guide them throughout the sales funnel. - Keep CRM records current and precise. - Consistently hit or exceed monthly sales...

**Key Responsibilities** - Communicate with potential clients via WhatsApp and phone calls—no field visits required. - Present and explain mutual fund offerings and platform capabilities clearly. - Evaluate incoming leads and guide them throughout the sales funnel. - Keep CRM records current and precise. - Consistently hit or exceed monthly sales...

**Key Responsibilities**: - Promote and sell the company’s financial offerings by identifying client needs and recommending suitable investment solutions - Conduct in-depth consultations with prospective clients via calls and virtual meetings - Deliver top-tier customer service to both potential and existing clients - Maintain up-to-date records of all...

**Key Responsibilities** - Communicate with potential clients via WhatsApp and phone calls—no field visits required. - Present and explain mutual fund offerings and platform capabilities clearly. - Evaluate incoming leads and guide them throughout the sales funnel. - Keep CRM records current and precise. - Consistently hit or exceed monthly sales...

Relationship Manager - Retail Relationship manager - Retail Relationship manager - Retail Relationship manager - Retail Relationship manager - Retail Relationship manager - Retail

**Job Summary**: **Key Responsibilities**: - Deliver engaging training sessions on mutual fund products, equity market basics, sales techniques, and regulatory compliance - Design and implement training programs for both new joiners and existing team members - Train sales teams on client engagement, objection handling, and need-based selling - Assess...

Job DescriptionYou will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills, attention to detail, and a deep understanding of...

Relationship Manager - MFThe Relationship Manager will be responsible for managing and developing relationships with clients in the mutual funds sector. They will be required to provide financial advice, understand client needs, and recommend suitable investment products. The role involves maintaining a high level of customer satisfaction and meeting sales...