Relationship Manager

Job Title:

Location:

Department:

About FinnovationZ:

FinnovationZ is a leading financial education and investment solutions platform dedicated to empowering investors with knowledge and tools to make informed decisions. With a strong digital presence and a growing community, we are expanding our wealth management vertical to bring expert-driven financial solutions to key clients.

Join us and be a part of a company that values innovation, expertise, and customer success. Experience a workplace where growth meets a peaceful yet dynamic work environment in Malkapur, Maharashtra – a serene town with a great quality of life, away from the hustle and bustle of metro cities.

Why Work With Us?

• Peaceful Location:

  Work in Malkapur, a calm and beautiful place, perfect for work-life balance.

• Thriving Work Culture:

  Collaborative and growth-driven workplace with a supportive team.

• Career Growth:

  Opportunities to expand your expertise in the wealth management domain.

• Recognition & Rewards:

  Performance-driven incentives and professional growth opportunities.

• Accommodation Support:

  Assistance with relocation and settling into Malkapur.

Job Summary:

Relationship Manager – Key Accounts (RM KA)

Key Responsibilities:

Client Relationship Management:

• Develop and maintain strong relationships with key distributors, institutional investors, wealth managers, and high-net-worth individuals (HNIs).
• Act as the primary point of contact for key accounts, addressing queries and ensuring seamless service delivery.
• Provide regular portfolio updates and market insights to help clients make informed investment decisions.

Sales & Business Development:

• Drive sales of mutual fund products by collaborating with key accounts, including banks, national distributors, and independent financial advisors (IFAs).
• Identify new business opportunities and onboard potential key accounts.
• Achieve assigned sales targets and contribute to increasing

  Assets Under Management (AUM).

• Develop and implement strategies to enhance market share within the assigned region.

Product & Market Knowledge:

• Stay updated on market trends, competitor strategies, and industry developments.
• Educate and train distributors and clients about various mutual fund products, investment strategies, and regulatory updates.
• Work closely with product and research teams to align offerings with client needs.

Operational & Compliance Responsibilities:

• Ensure adherence to

  SEBI guidelines

  and internal compliance policies.
• Coordinate with internal teams to facilitate smooth execution of transactions and account-related services.
• Maintain accurate records of client interactions, sales reports, and performance metrics.

Qualifications & Experience:

• Education:

  MBA (Finance/Marketing), CFA, or other relevant qualifications.

• Experience:

  3-8 years in mutual fund sales, wealth management, or institutional sales.

Skills Required:

• Strong interpersonal and relationship management skills.
• In-depth knowledge of mutual fund products and financial markets.
• Sales-driven mindset with excellent negotiation and communication abilities.
• Proficiency in MS Office and CRM tools.

If you are passionate about building strong client relationships and driving mutual fund sales while working in a peaceful yet high-growth environment, we would love to hear from you!

Apply Now and Be a Part of FinnovationZ’s Growth Journey!