Relationship Manager - Pune, India - Waytogo Consultants

    Waytogo Consultants
    Waytogo Consultants Pune, India

    3 weeks ago

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    Description

    Job Type: Full Time

    Role: Experienced

    Min Salary: 7 Lakh

    Max Salary: 16 Lakh

    Experience: 4 to 12 Years

    Locality: Pune

    Eligibility: Graduation

    Company: Leading Asset Management Company

    The Mutual Fund Relationship Manager plays a pivotal role in building and nurturing relationships with clients, providing personalized investment advice, and promoting mutual fund products and services. This role involves understanding clients' financial goals, recommending suitable investment strategies, and facilitating transactions to help clients achieve their investment objectives.

    Responsibilities

    • Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).
    • Follow up / Conversion on the leads shared by the Corporate Acquisition Team.
    • Manage the existing clients and build AUM.
    • Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing clients.
    • Take for development of long term relationship/association with the key/potential distributors in order to generate repetitive business.
    • Expand Market Share from both new and existing clients and responsible for servicing.
    • Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.
    • Responsible for Cross Sell Initiative.
    • Activating i online Accounts for corporates.
    • Active networking with clients, competition and distributors to get market information.
    • Timely information on the products to distributors.
    • Ensure market share across clients and distributors as per organizational requirement.
    • Adhering to compliance norms of the organization and Regulator.
    • Involved in meeting the investors on a joint call with the distributor (Need based with Distributors)
    • Maintain the data on market share and review it on regular basis.
    • Closely coordinate with Operations in Following up on Fax Pending documents.

    Qualifications

    • Bachelor's degree in Finance, Business Administration, Economics, or a related field.
    • Proven experience in financial advisory, wealth management, or mutual fund sales, with a strong understanding of investment products, financial markets, and regulatory requirements.
    • Excellent communication and interpersonal skills, with the ability to build rapport with clients, listen actively, and articulate complex financial concepts in a clear and understandable manner.
    • Analytical mindset with strong problem-solving skills and the ability to conduct comprehensive financial analysis, portfolio reviews, and investment planning for clients.
    • Results-oriented approach with a track record of meeting or exceeding sales targets, driving revenue growth, and building long-term client relationships.