Relationship Manager
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Job Location:
Monthly Salary:
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Summary:
We are looking for a Relationship Manager to join BestMate Investment Services Pvt Ltd
responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves
educating and supporting sub-brokers in growing their business assisting in client servicing
and ensuring sustainable growth. The ideal candidate is proactive client-focused and
knowledgeable in mutual fund products with the ability to build and maintain strong
relationships.
Key Responsibilities:
1. Acquisition of Sub-Brokers/Agents:
Identify approach and acquire new Mutual Fund Sub-brokers/Agents.
Develop strategies to expand the sub-broker network to increase market
presence and revenue.
2. Client Servicing and Support:
Act as the primary contact for sub-brokers providing guidance and responding
to inquiries.
Assist sub-brokers in servicing their clients efficiently ensuring high levels of
customer satisfaction.
3. Education and Training:
Conduct regular training sessions to educate sub-brokers on mutual fund
products industry updates and sales techniques.
Keep sub-brokers informed on regulatory changes and compliance
requirements.
We are looking for a Relationship Manager to join BestMate Investment Services Pvt Ltd
responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves
educating and supporting sub-brokers in growing their business assisting in client servicing
and ensuring sustainable growth. The ideal candidate is proactive client-focused and
knowledgeable in mutual fund products with the ability to build and maintain strong
relationships.
Key Responsibilities:
1. Acquisition of Sub-Brokers/Agents:
Identify approach and acquire new Mutual Fund Sub-brokers/Agents.
Develop strategies to expand the sub-broker network to increase market
presence and revenue.
2. Client Servicing and Support:
Act as the primary contact for sub-brokers providing guidance and responding
to inquiries.
Assist sub-brokers in servicing their clients efficiently ensuring high levels of
customer satisfaction.
3. Education and Training:
Conduct regular training sessions to educate sub-brokers on mutual fund
products industry updates and sales techniques.
Keep sub-brokers informed on regulatory changes and compliance
requirements.
4. Business Development Support:
Provide strategic and operational support to sub-brokers to help them grow
their business.
Analyze sub-brokers performance and recommend solutions to improve
productivity and client engagement.
Provide strategic and operational support to sub-brokers to help them grow
their business.
Analyze sub-brokers performance and recommend solutions to improve
productivity and client engagement.
BESTMATE INVESTMENT SERVICE PRIVATE LIMITED.
CIN :- U74999UP2016PTC143375
Reg Office: - PACIFIC 606 URBTECH XAVIER SEC 168 NOIDA 201305.
Corp Office:- A1-605 Ansal Corporate Park Sector - 142 Noida - 201305
Web :- I E-mail :-
5. Relationship Management:
Foster strong long-term relationships with sub-brokers to build trust and
loyalty.
Regularly engage with sub-brokers to ensure alignment with company goals and
address any challenges.
Qualifications and Experience:
Bachelors or Masters degree preferably in Commerce or Finance (BCom MCom).
Experience in sales business development or relationship management within the
financial sector (insurance mutual funds banking or equity markets) is preferred.
Knowledge of mutual funds financial products and market regulations.
Certifications: AMFI/ARN or NISM - V certifications are an advantage.
Experience: 0 to 3 years in a similar role.
Key Skills:
Excellent communication and interpersonal skills to effectively engage and educate
sub-brokers.
Strong analytical skills to assess business growth opportunities.
Client-focused with the ability to provide exceptional support and maintain high
service standards.
Proactive self-motivated and able to work independently as well as in a team.
What We Offer:
Competitive salary
Opportunities for career growth and professional development.
Supportive work environment with continuous learning opportunities.
Reg Office: - PACIFIC 606 URBTECH XAVIER SEC 168 NOIDA 201305.
Corp Office:- A1-605 Ansal Corporate Park Sector - 142 Noida - 201305
Web :- I E-mail :-
5. Relationship Management:
Foster strong long-term relationships with sub-brokers to build trust and
loyalty.
Regularly engage with sub-brokers to ensure alignment with company goals and
address any challenges.
Qualifications and Experience:
Bachelors or Masters degree preferably in Commerce or Finance (BCom MCom).
Experience in sales business development or relationship management within the
financial sector (insurance mutual funds banking or equity markets) is preferred.
Knowledge of mutual funds financial products and market regulations.
Certifications: AMFI/ARN or NISM - V certifications are an advantage.
Experience: 0 to 3 years in a similar role.
Key Skills:
Excellent communication and interpersonal skills to effectively engage and educate
sub-brokers.
Strong analytical skills to assess business growth opportunities.
Client-focused with the ability to provide exceptional support and maintain high
service standards.
Proactive self-motivated and able to work independently as well as in a team.
What We Offer:
Competitive salary
Opportunities for career growth and professional development.
Supportive work environment with continuous learning opportunities.
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
