Relationship Manager Mutual funds

Coverage - Wealth Counters,Fund Raising across Wealth Channel,Mutual Fund Sales - Active and Passive,Alternate Sales,Client and Partner Services

Company DescriptionRational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock...

Internship Opportunity: Finance & Marketing/Sales InternLocation: Ahmedabad, Gujarat - On-siteCompany: Aarav Investments – Boutique Wealth Management & AdvisoryCompany DescriptionAarav Investments is an AMFI-registered investment advisory firm specializing in various financial services, including Mutual Funds, PMS, Bonds, FD, AIF, NPS, Unlisted Shares, and...

About Finsquare IMF Private Limited:Finsquare IMF Pvt. Ltd. is a fast-growing, client-centric financial services distributor offering a wide range of solutions across mutual funds, insurance (life, health, general), PMS, loans, bonds, and other investment products. With a strong digital infrastructure and a human-first approach, Finsquare serves HNIs, NRIs,...

Relationship Manager - Institutional Business DescriptionTo establish broker relationships and generate consistent business as per the budgeted product mix To generate Commercial Lines Business from Brokers & Direct Clients. Managing broker Relations and handle direct clients. Generating Commercial Lines Business Maintaining Quote sheets,...

The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

Job Role:The ideal candidate shall be responsible to conduct training interventions for MFD's, Banks, Employees etc. pre-dominantly in Gujrat regionTraining could be conducted virtually or classroom intervention and the candidate should be willing to travel to various locations across the Country depending on the exigency of business.The candidate should be...

Job DescriptionWe are looking for a highly motivated and experienced Sales Head – Mutual Fund & Fixed Income to lead our sales team and drive business growth. The candidate will be responsible for developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products.Key ResponsibilitiesLead...

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Achieve financial goals of the clients through various...

Fund Raising Head / Lead- AIFPresent Role Fund Raising Head / Lead- AIFReportingManaging DirectorKey Responsibilities:Develop and execute the fund-raising strategy for the AIF by establishing and maintaining strong relationships with family offices, corporate offices, HNIs, UHNIs, institutions, and distribution partnersEstablish and maintain relationship...