Relationship Manager

The Investment Trust of India (ITI); Ludhiana; On-site; INR 600,000 - 900,000; Full time

Job summary

The Investment Trust of India (ITI) Mutual Fund is seeking a proactive Relationship Manager to manage and nurture relationships with MFDs, drive business growth, and ensure effective representation of ITI Mutual Fund products.

Key responsibilities include onboarding MFDs, achieving sales targets through product presentations and training, and monitoring market trends to strengthen ITI's market presence while ensuring smooth operations and high client satisfaction.

Qualifications

• Strong knowledge of mutual funds.
• Excellent communication and sales skills.
• Proven ability to build and maintain client relationships.

Responsibilities

• MFD Engagement: Identify, onboard and maintain strong relationships with MFDs.
• Sales Development: Achieve sales targets by enabling MFDs to promote ITI Mutual Fund products; conduct product presentations and training.
• Market Strategy: Monitor competitor activities, market trends and MFD needs to enhance ITI's market presence.

Skills

Mutual funds knowledge

Communication

Sales

Relationship building

Tools

MS Office

CRM tools

Job description

ITI Mutual Fund is seeking passionate and driven professionals to join its Sales & Business Development Team.
If you're motivated to build strong relationships and thrive in a dynamic market environment, wed love to connect.

Job Overview

The Relationship Manager will manage and nurture relationships with MFDs, driving business growth, achieving sales targets, and ensuring effective representation of ITI Mutual Fund products.

Key Responsibilities

• MFD Engagement: Identify, onboard and maintain strong relationships with MFDs, providing support and product updates.
• Sales Development: Achieve sales targets by enabling MFDs to promote ITI Mutual Fund products. Conduct product presentations and training sessions to boost MFD engagement.
• Market Strategy: Monitor competitor activities, market trends, and MFD needs to enhance ITI's market presence. Gather feedback for product improvement.
• Operational Support: Assist MFDs with transactions, resolve queries and ensure smooth operations for high satisfaction levels.

Skills & Competencies

• Strong knowledge of mutual funds, excellent communication, sales and relationship-building skills.
• Results-oriented, analytical and customer-centric mindset. Proficient in MS Office and CRM tools.