Role: Relationship Manager – Channel / Distributor Sales
Experience: 1+ years
Location: Bangalore (In office)
Work Mode: 6 days WFO
Preferred Industry: Mutual Funds
Must Haves:
NISM Certification VA (Mandatory)
Kannada Language (Mandatory)
Company Description – ZFunds
ZFunds Founded in 2019. is a well-funded, profitable fintech startup. So far, only the rich have had access to the right financial products, we are changing that by ensuring every investor has dedicated experts to maximize their gains. We are in the growth phase of our journey.
ZFunds is a technology-driven investment platform that empowers distributors, financial advisors, and institutions with seamless access to investment products and advisory support. By combining digital infrastructure with human expertise, ZFunds enables its partners to deliver productive, compliant, and client-centric wealth solutions across a wide range of financial products.
Key Responsibilities:
Build and maintain robust client relationships.
Drive B2B and B2C sales and promote investment products (mutual funds,
fixed deposits, etc.).
Engage with customers to promote and sell mutual fund products.
Provide investment advice and build long-term client relationships.
Meet and exceed sales targets through proactive customer engagement.
Maintain strong product knowledge and regulatory compliance.
Drive acquisition of channel partners including IFAs, MFDs and corporate partners
Build and manage a solid network of distributors to increase product penetration and AUM growth
Enable partners to effectively distribute financial products by providing training, product knowledge, and sales support
Develop and execute strategies to activate inactive distributors and improve productivity of existing partners
Promote a wide range of investment products, including:
Mutual Funds
Fixed Deposits
PMS (Portfolio Management Services)
AIF (Alternative Investment Funds)
Bonds and Structured Products
Work closely