Relationship Manager

2 days ago

Chandigarh, Chandigarh, India Lunexai Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Job Title: Relationship Manager

Job Summary:

We are looking for a Relationship Manager to join, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers in growing their business, assisting in client servicing, and ensuring sustainable growth. The ideal candidate is proactive, client-focused, and knowledgeable in mutual fund products, with the ability to build and maintain strong relationships.

Key Responsibilities

· Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents.

· Develop strategies to expand the sub-broker network to increase market presence and revenue.

· Act as the primary contact for sub-brokers, providing guidance and responding to inquiries.

· Assist sub-brokers in servicing their clients efficiently, ensuring high levels of customer satisfaction.

Qualifications and Experience:

· Bachelor's or Master's degree, preferably in Commerce or Finance (BCom, MCom).

· Experience in sales, business development, or relationship management within the financial sector (insurance, mutual funds, banking, or equity markets) is preferred.

· Knowledge of mutual funds, financial products, and market regulations.

· Certifications: AMFI/ARN or NISM - V certifications are an advantage.

Experience: 0 to 3 years in a similar role

What We Offer:

· Competitive salary

· Opportunities for career growth and professional development.

· Supportive work environment with continuous learning opportunities.

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