Relationship Manager

Keka Technologies Private Limited; Chennai District; On-site; INR 600,000 - 1,000,000; Full time

Benefits offered by this job

Career growth

Industry exposure

Learning opportunities

Team engagement

Job summary

AssetPlus invites an energetic Relationship Manager – Mutual Funds to drive growth with Pan-Indian distributors. You will manage relationships across mutual funds, FDs, bonds, and insurance products, aiming to expand AUM and partner networks.

The role requires strong sales acumen, experience in financial services, and mandatory Hindi proficiency to engage diverse partners effectively. You will train and motivate partners, sharing market insights to grow their portfolios.

Qualifications

• Candidates with sales acumen.
• Sales experience preferably in Banking/Mutual Funds/AMC/Fin-tech.
• Spoken proficiency in Hindi is mandatory.
• Understanding financial products is ideal.

Responsibilities

• Manage, nurture, and grow business from financial distributors across financial products
• Achieve sales targets from financial distributors/partners assigned
• Achieve targets across wealth management (mutual funds, FDs, bonds) and insurance (Health + Life)
• Work aggressively towards getting a partner's external AUM merged
• Grow AUM from the assigned partners Conduct training, motivate, and help partners in growing their business
• Updating products, markets, and economy-oriented insights to partners helping them grow their business
• Define and follow the inbound sales process towards calling, meetings, and partner conferences

Skills

Sales acumen

Hindi language

Financial product knowledge

Job description

Role: Relationship Manager – Mutual Funds

AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector. As a Relationship Manager- Mutual Funds, you will be responsible for managing and driving business growth through Pan-Indian distributors, providing a dynamic and diverse work environment.

Responsibilities:

• Manage, nurture, and grow business from financial distributors across financial products
• Achieve sales targets from financial distributors/partners assigned
• Achieve targets across wealth management (mutual funds, FDs, bonds) and insurance (Health + Life)
• Work aggressively towards getting a partner's external AUM merged
• Grow AUM from the assigned partners Conduct training, motivate, and help partners in growing their business
• Updating products, markets, and economy-oriented insights to partners helping them grow their business
• Define and follow the inbound sales process towards calling, meetings, and partner conferences Suitable candidate profile
• Candidates with sales acumen
• Sales experience preferably in Banking/Mutual Funds/AMC/Fin-tech Spoken proficiency in Hindi is mandatory
• Understanding financial products is ideal

Why AssetPlus?

• Exponential career growth in a sport span
• Lucrative role and immense exposure to the industry
• High scope for learning and knowledge development
• Team engagement and culture-building activities