Relationship Manager B2B
Posted on :
06-02-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2512938
As a Relationship Manager you would be expected to partner with agents and generate business through them.
Job Description (Role):
(1) Drive acquisition and activation of new IFAs NDs and Banks to achieve higher sales volumes.
(2) Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.
(3) Drive sales independently of different products by regularly engaging with all the distributors for respective channels.
(4) Circulates fund updates and productrelated information to respective partners.
(5) Marketing collaboration with distributors to increase EduFunds mindshare and increase visibility through various activities.
(6) Conduct distributor engagement programs.
(7) Ensure that publicity material and other literature are provided to distributors on time.
(8) Coordinate with other stakeholders for the smooth functioning of the business.
Specific criteria required for the applicant students:
(1) Indepth knowledge of Mutual Funds
(2) Mandatory NISM VA certification.
(3) Good excel skills
(4) A Positive and gogetter attitude & strong team culture
(5) Willing to travel extensively
(6) Should speak and write English and Hindi knowledge of other regional languages is an added advantage.
(7) Minimum 2 years of relevant work experience in the financial industry.
What you can expect in return:
Competitive salary
Health insurance
Statutory benefits like PF & Gratuity
Flexible Working structure
Remote work options
Professional development opportunities
. Collaborative and inclusive work culture
EduFund is an earlystage platform that helps Indian parents plan for their childs higher education in advance. Our product allows families to invest for education take education loans and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13 ) and Arindam Sengupta (Princeton 12 ).
EduFund team is filled with chai lovers problem solvers ridiculous jokes and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance Goldman Sachs CRISIL GradRight LeverageEdu HDFC and many others.
We have raised over $5M in funding from notable investors such as MassMutual Ventures Kunal Shah and DSP Investment Managers.
We are headquartered in Ahmedabad with teams in Mumbai Pune and Bangalore.
engage with distributors,coordinate with stakeholders,provide publicity material,circulate updates,convincing ability,conduct engagement programs,communication skills,identify potential distributors,team culture,drive activation,collaborate with distributors,excel skills,finance,willingness to travel,meet distributors,drive acquisition,positive attitude,knowledge of mutual funds,communication,sales,mutual fund,nism v-a certification,2 years work experience
Employment Type
Full Time
Key Skills
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