RM-IFA & RBD

Relationship Manager - Mutual Fund Sales

Job Summary:

As a Relationship Manager in our Mutual Fund Sales team based in Ahmedabad, you will play a crucial role in building and maintaining client relationships, driving sales growth, and providing expert financial advice. Your ability to connect with clients and offer tailored mutual fund solutions will be key to our company's success and client satisfaction.

Key Responsibilities:

• Develop and execute strategic sales plans to achieve monthly and quarterly sales targets for mutual fund products.
• Identify and nurture relationships with potential and existing clients through regular follow-ups and personalized service.
• Conduct market research to understand client needs and market trends in the mutual fund industry.
• Provide clients with accurate and comprehensive information about various mutual fund products and services.
• Assist clients in completing necessary documentation and provide exceptional post-sales support to enhance customer satisfaction.
• Collaborate with the marketing team to organize promotional events and seminars to expand client outreach.
• Maintain up-to-date knowledge of regulations, market developments, and competitor offerings to advise clients effectively.