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Mutual Fund Relationship Manager

Keywords / Skills : Mutual Fund RelationShip Manager, Corporates, HNI, Client serviceing

3 - 5 years
Posted: 2017-09-13

Banking/ Financial Services
Marketing & Communications
Banking, Insurance & Financial Services
Product Manager - Mutual Funds
Any graduate
Posted On
13th Sep 2017
Job Description
As a Relationship Manager in Mutual Fund distribution, the candidate is expected to handle following responsibilities:

• Candidate should have experience in sales of Mutual Funds.

• Very sound Operating knowledge of BSE Star online platform is mandatory.

• Should be technologically savvy to learn & adapt to an IT platform.

• Acquiring & servicing Corporates, HNI Investors in Maharashtra / other states.

• Understand the financial need & risk appetite of the Investor.

• Should be able to build good working relationship with Investors.

• Should be able to articulate VikasGenie Platform to Channel Partners, Helping & to handhold them till they are confident of running it on their own.

• Listen to Investor requirements and present appropriately.

• maintain and develop relationships with existing Investors in person and via telephone calls and emails

• cold call to arrange meetings with potential customers to prospect for new business

• respond to incoming email and phone enquiries

• act as a contact between a company and its existing and potential Investors

• Understanding research offerings & should be able to present the platform & service in a structured professional way in person.

• Understanding opportunities to develop Mutual Fund business.

• Helping in gathering market intelligence to develop new products for the market

• Servicing Investors with daily updates on markets and schemes.

• Supporting IFA’s by addressing queries of the customers directly If needed.

Desired Candidate Profile:

Candidate Must …..

• Be a graduate having a work experience in running a B2B Biz Dev of 3-5 years.

• Should possess a pleasant disposition & excellent presentation & verbal/ written communication skills

• Should have a strong marketing experience in his previous stint.

• Have the ability to work with sensitive information in a professional and a confidential manner

• Have NISM V A certification for AMFI

About Company

Seven Islands Capital is a member with BSE STAR Platform & is setting up an online Mutual Fund distribution platform.

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