- Develop and maintain relationships with existing clients to increase sales of mutual fund products.
- Identify recent business opportunities through networking, referrals, and market research.
- Provide expert advice on asset management strategies to clients, ensuring alignment with their financial goals.
- Meet or exceed monthly/quarterly targets for sales performance.
Job Requirements :
- 1-9 years of experience in the financial services industry, preferably in mutual funds or related fields.
- Strong understanding of asset management principles and practices.
- Excellent business development skills, including ability to build strong client relationships.
- Proven track record of meeting or exceeding sales targets.
📌 Relationship Manager - Mutual Funds (Ludhiana)
🏢 The Investment Trust of India (ITI)
📍 Ludhiana
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.