Relationship Manager

Job highlights:

• Graduate with experience in Mutual Funds / Insurance or Comparable Investment Products
• Drive sales from existing relationships, identify new clients, and ensure compliance with AMFI Due Diligence norms

Designation: Relationship Manager Sales

Location: Pune

Compensation: Competitive & Performance Based

Qualification:

• Bachelors Degree
• NISM Series V-A Mutual Fund Distributors Certification (preferred)
• NISM Certification for PMS / SIFs will be an added advantage

Skills:

• 1-3 years of experience in sale of financial, insurance or similar roles
• Investment Analysis
• Financial Products Distribution
• Asset Allocation
• Client Relationship Management
• Knowledge of Regulatory Compliance framework
• Communication & Interpersonal Skills

Role & responsibilities

1. HNI Portfolio Management: Cultivate and manage a premium book of HNIs, providing bespoke distribution services across Mutual Funds, PMS, and AIF platforms

2. New Business Opportunities: Analyze client financial goals, risk appetite, and market trends to suggest suitable investment products. Develop and present personalized suitability investment proposals

3. AUM Growth & Retention: Drive significant AUM growth by obtaining and analyzing market information to identify new clients, make direct pitches, and increase sales

4. Referral Development: Build and leverage a strong ecosystem of referral partners as well as referrals from existing clientele

5. Multi-Product Expertise: Analyze and pitch complex investment structures, including Category II & III AIFs and specialized PMS strategies aligned with client risk appetite and tax profile

6. Comprehensive Compliance: Be aware of SEBI / AMFI regulatory framework and ensure compliance. Follow ethical sales practices

7. Sales Reporting & CRM: Maintain discipline in updating CRM systems, provide leadership with pipeline analytics and market feedback

Apply:

Send resume to sujay@sujash.com

CC: disha@sujash.com