Relationship Manager – Wealth

About the role

and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals.

What you'll do

• Communicate and update the channel partners proactively about existing fund performance &
• Ensure timely coverage for all existing relationships assigned resulting into effective
• Train channel partners on different MF & alternate products
• Identify areas for enhancement, propose innovative solutions, and suggest process
• Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate

What you need

• 8–10 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