Relationship Manager - Mutual Fund Distribution

Department Icon BFSI (Operations & Lending)
89+ Applicants
Posted: 8 months ago
2-4 years
Bengaluru / Bangalore, Karnataka
work from office

Posted: 8 months ago
|
Applicants: 91+
Job Description
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Job Description

We are seeking passionate individuals to be part of our founding member team for our mutual distribution business. This is a unique opportunity to build and own a city or state business from the ground up, guiding us through a transformative 0 to 1 journey. As a member of our team, youll have the freedom to experiment with innovative growth ideas and drive impactful strategies. Additionally, you will be rewarded with performance-based incentives, making your contributions both recognised and valued.
Responsibilities
Distributor Acquisition:
  • Identify, generate, and convert leads to build a robust network of distributors.
  • Conduct cold calls and field visits to engage potential distributors.
  • Support the distributor onboarding process, optimising funnel conversion rates.
Distributor Growth And Retention
  • Develop and implement innovative sales and marketing strategies to increase distributor investments and client acquisition.
  • Offer continuous support for query resolution and client calls to maintain strong distributor relationships.
Engagement And Training Programs
  • Conduct training sessions for distributors on equity market updates and product features.
  • Facilitate engagement through weekly updates and monthly relationship-building calls.

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Requirements
  • Minimum 2 years of experience as a Relationship Manager for Mutual Fund Distributors.
  • In-depth knowledge of financial markets, including the equity market and investment products such as Mutual Funds, Stocks, ETFs, and IPOs.
  • Creative problem-solving skills to support business growth through innovative marketing strategies.
  • Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear, simple manner.
  • A bachelors degree is required; a postgraduate degree is preferred. Certifications like NISM, CFA, or CA are advantageous.
  • Must be a local resident, fluent in the regional language.
This job was posted by Mamta Naagar from Rupeezy.

Skills

SalesClient AcquisitionAcquisitionEquityDistributionInvestment ProductsCaCfa

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About Company

Rupeezy is a fintech company focused on providing instant personal loans. (Based on search results)

Important dates & deadlines?

Application Deadline

21 Nov 25, 02:54 PM IST

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Relationship Manager - Mutual Fund Distribution

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