Senior Relationship Manager/Relationship Manager

2 days ago

Mumbai, Maharashtra, India PPFAS Mutual Fund Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Job Summary - *New Client Acquisition * Existing Client Relationship *Working closely with Institutional MFDs

Job Description—Client Acquisition & Relationship Management: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.

  • Sales Strategy & Execution: Creating and implementing sales strategies to meet business growth targets and increase market share.
  • Product Presentation & Education: Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their benefits.
  • Market & Product Knowledge: Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators, and competitive strategies to provide insightful recommendations.
  • Client-Specific Solutions: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
  • Collaboration & Support: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
  • Compliance: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices.

Qualification & Experience—Good understanding and working knowledge of capital markets, must have worked with Corporate/ SME clients, good communication and presentation Skills. Any graduate, preferably with MBA, NISM VA – Must.

Job location - New Delhi/Bengaluru

Interested? Please click here to fill out the form.

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