Area Manager- B2B Mutual funds

Company Description

IC Moneymart is an AMFI-registered mutual fund distributor, providing comprehensive financial services that include Mutual Funds investments, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With years of experience, we have established ourselves as a trusted partner to our clients. Our team of professionals offers extensive knowledge and expertise to ensure our clients receive the best possible advice and solutions for their financial needs.

Role Description

This is a full-time hybrid role for an Area Manager- B2B Mutual Funds, located in Burdwan with some work from home acceptable. The Area Manager will be responsible for overseeing and managing B2B mutual fund distributions, communicating with clients and partners, analyzing financial data, and creating strategic plans to drive sales and investments. Day-to-day tasks include identifying and developing new business opportunities, providing investment advice, and ensuring high levels of client satisfaction.

Qualifications

• Strong Analytical Skills to interpret financial data and market trends
• Knowledge in Investments and investment products such as mutual funds
• Finance expertise and experience in Investment Management
• Understanding of Equities and other financial instruments
• Excellent communication and client management skills
• Ability to work independently and in a hybrid work environment
• Experience in B2B sales or financial advisory services is a plus
• Bachelor’s degree in Finance, Business, Economics, or a related field