Relationship Manager - Mutual Funds

We are seeking a motivated and experienced Relationship Manager specializing in Mutual Funds to join our dynamic team in Karnataka. The ideal candidate will have a strong background in mutual funds sales and asset management, with a proven track record of building and maintaining client relationships. As a Relationship Manager, you will be responsible for driving sales growth, providing exceptional service to clients, and ensuring compliance with industry regulations.

Key Responsibilities:

• Develop and maintain relationships with clients to understand their investment needs and provide tailored solutions.
• Promote and sell mutual fund products to potential and existing clients through direct sales strategies.
• Conduct market research to identify new business opportunities and stay updated on industry trends.
• Collaborate with the asset management team to ensure clients receive the best possible service and investment advice.
• Ensure compliance with NISM regulations and other relevant guidelines in all sales activities.
• Prepare and deliver presentations to clients, showcasing the benefits of mutual fund investments.
• Monitor client portfolios and provide regular updates and performance reports.

Required Skills:

• Strong knowledge of mutual funds, asset management, and securities.
• Excellent communication and interpersonal skills to build rapport with clients.
• Proven sales skills with a focus on direct sales and relationship management.
• Familiarity with NISM certification and regulatory requirements in the mutual funds industry.
• Ability to work independently and as part of a team in a fast-paced environment.

If you are passionate about mutual funds and have the skills to drive sales and client satisfaction, we encourage you to apply for this exciting opportunity.