Relationship Manager

• Job highlights:
• Graduate with experience in Mutual Funds / Insurance or Comparable Investment Products
• Drive sales from existing relationships, identify new clients, and ensure compliance with AMFI Due Diligence norms
• Designation: Relationship Manager / Sr. Relationship Manager Sales
• Location: Pune
• Compensation: Competitive & Performance Based
• Qualification: Bachelors Degree, NISM Series V-A Mutual Fund Distributors Certification, NISM Certification for PMS / SIFs will be an added advantage
• 26 years of experience in sale of financial, insurance or similar roles
• Skills:
• Investment Analysis
• Financial Products Distribution
• Asset Allocation
• Client Relationship Management
• Knowledge of Regulatory Compliance framework
• Excellent Communication & Interpersonal Skills
• Role & responsibilities
• 1. HNI Portfolio Management: Cultivate and manage a premium book of HNIs, providing bespoke distribution services across Mutual Funds, PMS, and AIF platforms

2. New Business Opportunities: Analyze client financial goals, risk appetite, and market trends to suggest suitable investment products. Develop and present personalized suitability investment proposals

3. AUM Growth & Retention: Drive significant AUM growth by obtaining and analyzing market information to identify new clients, make direct pitches, and increase sales

4. Referral Development: Build and leverage a strong ecosystem of referral partners as well as referrals from existing clientele

5. Multi-Product Expertise: Analyze and pitch complex investment structures, including Category II & III AIFs and specialized PMS strategies aligned with client risk appetite and tax profile

• 6. Comprehensive Compliance: Be aware of SEBI / AMFI regulatory framework and ensure compliance. Follow ethical sales practices
• 7. Sales Reporting & CRM: Maintain discipline in updating CRM systems, provide leadership with pipeline analytics and market feedback
• Apply:
• Send resume to [HIDDEN TEXT]
• CC: [HIDDEN TEXT]