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Relationship Manager Mutual funds
Relationship Manager Mutual funds
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Relationship Manager Mutual funds

Prachi Sharma's profile picture
Posted by Prachi Sharma
1 - 4 yrs
₹3L - ₹5L / yr
Mumbai
Skills
Nism
Mutual funds
Amfi
Client Management

A legacy of 20+ years AMFI registered Mutual Fund Distributor and Financial Intermediary for various Investment & Insurance products. Amongst the top 0.5% registered Mutual Fund Distributors in India by AUM out of a total universe of more than 1.25lakh distributors. We manage the personal finances of 800+ families and 6000 + financial dreams. Near 100% client retention rate. Complete suite of Conventional & Alternative Investment & Insurance Products.


Job Profile

Job Profile & Responsibilities:


A) Key Responsibility Area


Client Sourcing


Periodical Financial Review


Day to Day Coordination between Client & Operations


Up sell and Cross sell


Renewals of Investment & Insurance Products


B) Key Performance Indicator


New Client Conversion


Client Retention


New Client Referrals


Product Sales Outcomes


100% Renewals


100% Client Wallet Share


Qualifications


CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification


Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point,


Good written and spoken English


Good written and spoken English




Working Days -Time

6 days working time : 9:30-6:30

Recruiter Instructionns


company strenght 20-25 employess



Desired Candidate Profile



Willingness to make a long term career in Wealth Management


Attributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus


Willingness to Learn, Attention to Detail, Team Player




1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Mutual Fund House





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About Anantaresource

Founded :
2017
Type :
Services
Size
Stage :
Profitable

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Shubham Vishwakarma

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I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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