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Relationship Manager - Mutual Fund Sales

Koshex LogoKoshex


Date Posted

25 Jun, 2022

Salary Offered

Not Specified

Job Type

Full Time

Experience Required

6+ years

Remote Work

Not Allowed

Stock Options

No

Vacancies

1 available


Job Description:

  • Preferably candidates who have worked with AMCs or mutual funds based companies only or else a person who only has a mutual fund sales background for more than 2 years in the same company whether it is a banking sector

  • Close association with clients to increase market share by explaining to them the financial products offered

  • Deep knowledge of investment options available in the Mutual fund space across various asset classes Debt, equities and hybrid, etc

  • Achieving the target given

  • Meeting the clients, selling our products and building relationships

  • Filling in Timely Reports and using the CRM

  • Adherence to our company norms and values, integrity, passion for customer service

  • Liaison and synergize with various internal departments and contribute to sales strategies

  • Generating sales from channels like Banks and IFA's

  • To achieve AUM number

  • To increase the Market share

Personality & Must Have :

  • Any graduation preferably MBA in Finance

  • Excellent communication skills

  • Strong Interpersonal Relationships

  • Basic IT Skills

About Koshex

Koshex Logo

Automating wealth creation for 400M Indian millennials

Company Size: 11 - 50 People
Year Founded: Not Specified
Country: India

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