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IMS India Manpower Solutions Private Limited

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Mutual Fund Relationship Manager

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Description

We are seeking a dedicated and knowledgeable Mutual Fund Relationship Manager to join our team in Uttar Pradesh. The ideal candidate will have a strong background in mutual fund sales and relationship management, with a focus on building and maintaining relationships with clients and distributors. This role is crucial for driving sales and ensuring client satisfaction in the wealth management sector. Key Responsibilities: - Develop and maintain relationships with mutual fund distributors, IFAs, and AMC partners to drive sales and enhance business opportunities. - Provide clients with expert advice on mutual fund products and investment strategies tailored to their financial goals. - Conduct regular meetings and presentations to educate clients and partners about new products and market trends. - Collaborate with the sales team to achieve sales targets and contribute to overall business growth. - Monitor market trends and competitor activities to identify new opportunities for growth. - Ensure compliance with regulatory requirements and company policies in all client interactions. Required Skills: - Proven experience in mutual fund sales or relationship management. - Strong understanding of wealth management and investment products. - Excellent communication and interpersonal skills to build rapport with clients and partners. - Ability to analyze market trends and provide strategic insights. - Proficiency in managing multiple client accounts and prioritizing tasks effectively. If you are passionate about the financial services industry and have a track record of success in relationship management, we encourage you to apply for this exciting opportunity to grow your career as a Mutual Fund Relationship Manager.
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