Relationship Manager

About the role

It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals. Thus, our endeavour is to offer a basket of investment solutions which helps customers create a financially independent & happier tomorrow. Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award

What you'll do

• Communicate and update the channel partner s proactively about existing fund performance & USP’s and of new product launches
• Train channel partners on different MF & alternate products
• Identify areas for enhancement, propose inn ovative solutions, and suggest process improvements
• Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate data findings and recommendations to channel partners

What you need

• 5–14 yrs of experience
• Mutual funds
• Channel sales
• Sales
• Retail sales
• Learning and development
• Digital marketing
• Chartered Accountant or CFA or MBA

Good to have

• CFA