Relationship Manager - Customer Engagement Channel (B2C) Mutual Funds

About the Role

We are seeking a Relationship Manager for our Customer Engagement Channel focusing on B2C mutual fund sales. This role involves managing and expanding a portfolio of retail and high net worth individual (HNI) clients by promoting mutual fund products, generating fresh leads, and delivering exceptional client service.

Responsibilities

• Upsell mutual fund products to retail and HNI clients using the assigned database and obtain new leads through referrals to grow the client base.
• Meet business targets related to product upselling and increasing client net worth through relationship upgrades.
• Profile customers accurately and recommend financial products tailored to their needs.
• Ensure delivery of premium service levels to both regular and HNI customers.
• Provide investment advice and implement financial planning strategies.
• Achieve targeted sales and revenue goals across a diverse product mix.
• Act as the primary contact for assigned clients, ensuring seamless communication and service.
• Focus on acquisition and servicing of HNI and ultra-HNI customers.

Requirements

• 2 to 10 years of relevant experience in mutual fund sales and relationship management.
• Preferably certified with NISM, with strong knowledge of mutual funds and investment products tailored to retail and HNI clients.
• Proven ability to manage and expand portfolios of affluent clients.
• Strong communication and client servicing skills.

Eligibility

Any graduate is eligible to apply for this role.