Relationship Manager- Mutual Fund

Job Title: Relationship Manager – Key Accounts (Mutual Fund Industry)

Location: Malkapur, Maharashtra

Department: Wealth Management

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:

The Relationship Manager – Key Accounts (RM KA) will be responsible for managing and expanding relationships with key distributors, institutional clients, and high-net-worth investors in the mutual fund industry. This role involves driving sales, ensuring business growth, and maintaining strong client relationships to enhance customer satisfaction and portfolio expansion.

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!

Job Type: Full-time

Pay: ₹35,000.00 - ₹45,000.00 per year

Benefits:

• Cell phone reimbursement
• Flexible schedule
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Provident Fund

Schedule:

• Day shift

Ability to commute/relocate:

• Malkapur, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Do you have an experience in portfolio Management?

Work Location: In person